Position in UTG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$368,407
+$71,414 QoQ
Shares Held
9,379
+15.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Simplicity Wealth,LLC holds $9,527,173 across 18 Asset Management names. UTG ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
104,427 | $2,546,974 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
31,759 | $1,515,539 | |
| 3 | BLK |
BlackRock, Inc.
|
808 | $777,061 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
19,525 | $691,966 | |
| 5 | PFN |
PIMCO Income Strategy Fund II
|
80,427 | $554,142 | |
| 6 | AMP |
Ameriprise Financial Inc
|
978 | $434,623 | |
| 7 | MSIF |
Msc Income Fund, Inc.
|
33,233 | $404,777 | |
| 8 | UTG |
Reaves Utility Income Fund
This page
|
9,379 | $368,407 |
All Filings in UTG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $368,407 | 9,379 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $296,993 | 8,119 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||