IMA Wealth, Inc.

SEC CIK: 0001455495
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

UTG holding history

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

UTG overview All 13F holders of UTG Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2025

Holdings of UTG by IMA Wealth, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−4,000−100.0%	Sold out	Holders
Q1 2025	4,000	$130.2K	<0.1%	+4,000	New	Holders