Resurgent Financial Advisors LLC
Position in UTG — Reaves Utility Income Fund
CIK 1912339
ATLANTA, GA
Position in UTG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$329,677
New position
Shares Held
8,393
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026Resurgent Financial Advisors LLC holds $2,821,780 across 10 Asset Management names. UTG ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDI |
PIMCO Dynamic Income Fund
|
44,409 | $759,837 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
10,000 | $354,400 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
7,080 | $337,857 | |
| 4 | UTG |
Reaves Utility Income Fund
This page
|
8,393 | $329,677 | |
| 5 | BX |
Blackstone Inc.
|
2,141 | $246,193 | |
| 6 | PFG |
Principal Financial Group Inc
|
2,414 | $217,525 | |
| 7 | FSK |
FS KKR Capital Corp
|
21,362 | $217,465 | |
| 8 | EVG |
Eaton Vance Short Duration Diversified Income Fund
|
12,149 | $129,872 |
All Filings in UTG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $329,677 | 8,393 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||