Newton One Investments LLC

Position in UTG — Reaves Utility Income Fund

CIK 1842787 NEWARK, DE

Position in UTG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$9,528

New position

Shares Held

234

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#108

of 113 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Newton One Investments LLC holds $36,113 across 4 Asset Management names. UTG ranks #3 (26.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RVT	Royce Small-Cap Trust, Inc.	568	$10,490
2	HQL	abrdn Life Sciences Investors	512	$10,245
3	UTG	Reaves Utility Income Fund This page	234	$9,528
4	GCV	Gabelli Convertible & Income Securities Fund Inc	1,250	$5,850

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,528	234	—	Shares	Sole	2026-07-22
No filing history on record for this holder in this stock.