INDEPENDENT FINANCIAL GROUP, LLC
Position in UTG — Reaves Utility Income Fund
CIK 275484
SAN DIEGO, CA
Position in UTG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,652,909
+$246,273 QoQ
Shares Held
89,708
+3.4% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#29
of 264 holders
Holding Since
Mar 2022
15 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. UTG ranks #10 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,254,525 | $16,321,370 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
717,418 | $11,980,880 | |
| 3 | ARCC |
Ares Capital Corp
|
460,273 | $8,528,858 | |
| 4 | FSK |
FS KKR Capital Corp
|
760,481 | $7,985,050 | |
| 5 | PSEC |
Prospect Capital Corp
|
2,485,356 | $5,741,172 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
1,120,115 | $5,589,373 | |
| 7 | PFL |
Pimco Income Strategy Fund
|
524,739 | $4,134,943 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
352,342 | $3,896,902 |
All Filings in UTG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,652,909 | 89,708 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,406,636 | 86,727 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,209,529 | 87,740 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $3,451,535 | 87,116 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $3,161,227 | 87,375 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,734,661 | 84,040 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $2,018,336 | 63,690 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,840,772 | 56,104 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,175,251 | 43,018 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $610,077 | 22,629 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $312,109 | 11,672 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $212,236 | 8,610 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $218,300 | 7,722 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $201,097 | 6,487 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $239,812 | 6,937 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||