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Livermore
Livermore
ZHEN

Sigma Planning Corp

SEC CIK
0001449126
Latest filing
Aug 7, 2026

UTG holding history

Reaves Utility Income Fund in every 13F filed by Sigma Planning Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UTG overviewAll 13F holders of UTGFull Q2 2026 holdings

Shares (Q2 2026)
37,286
Value
$1.52M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UTG by Sigma Planning Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,286$1.52M<0.1%+191+0.5%AddedHolders
Q1 202637,095$1.46M<0.1%+147+0.4%AddedHolders
Q4 202536,948$1.35M<0.1%+4,988+15.6%AddedHolders
Q3 202531,960$1.27M<0.1%+3,070+10.6%AddedHolders
Q2 202528,890$1.05M<0.1%+203+0.7%AddedHolders
Q1 202528,687$933.5K<0.1%+274+1.0%AddedHolders
Q4 202428,413$900.4K<0.1%−114−0.4%ReducedHolders
Q3 202428,527$936.0K<0.1%+1,435+5.3%AddedHolders
Q2 202427,092$740.2K<0.1%+980+3.8%AddedHolders
Q1 202426,112$704.0K<0.1%+14,058+116.6%AddedHolders
Q4 202312,054$322.3K<0.1%−12,808−51.5%ReducedHolders
Q3 202324,862$612.9K<0.1%+370+1.5%AddedHolders
Q2 202324,492$671.6K<0.1%+14+0.1%AddedHolders
Q1 202324,478$694.7K<0.1%+1,165+5.0%AddedHolders
Q4 202223,313$659.1K<0.1%+2,079+9.8%AddedHolders
Q3 202221,234$578.0K<0.1%+1,404+7.1%AddedHolders
Q2 202219,830$615.0K<0.1%+4,675+30.8%AddedHolders
Q1 202215,155$524.0K<0.1%+5,805+62.1%AddedHolders
Q4 20219,350$328.0K<0.1%−1,652−15.0%ReducedHolders
Q3 202111,002$361.0K<0.1%+2,483+29.1%AddedHolders
Q2 20218,519$292.0K<0.1%+109+1.3%AddedHolders
Q1 20218,410$282.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.