Position in UTG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$405,856
+$33,443 QoQ
Shares Held
9,967
+5.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#134
of 264 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Innova Wealth Partners holds $1,168,981 across 3 Asset Management names. UTG ranks #2 (34.7% of the industry book) .
All Filings in UTG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,856 | 9,967 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $372,413 | 9,481 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $232,685 | 6,361 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||