Position in UTG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$668,703
New position
Shares Held
16,422
first reported quarter
Ownership
0.018%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#5
of 19 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Asset Management
Financial Services · as of Jun 30, 2026Allied Private Wealth LLC holds $6,219,298 across 67 Asset Management names. UTG ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
15,158 | $1,783,641 | |
| 2 | SPMC |
Sound Point Meridian Capital, Inc.
|
94,982 | $940,321 | |
| 3 | UTG |
Reaves Utility Income Fund
This page
|
16,422 | $668,703 | |
| 4 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
32,166 | $467,693 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
10,654 | $321,431 | |
| 6 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
13,717 | $255,684 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
3,000 | $127,770 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
12,819 | $125,754 |
All Filings in UTG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,703 | 16,422 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||