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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

UTG holding history

Reaves Utility Income Fund in every 13F filed by Creative Planning, 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)
30,103
Value
$1.23M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UTG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,103$1.23M<0.1%−869−2.8%ReducedHolders
Q1 202630,972$1.22M<0.1%+6,242+25.2%AddedHolders
Q4 202524,730$904.6K<0.1%+1,564+6.8%AddedHolders
Q3 202523,166$917.8K<0.1%+57+0.2%AddedHolders
Q2 202523,109$836.1K<0.1%+764+3.4%AddedHolders
Q1 202522,345$727.1K<0.1%−2,644−10.6%ReducedHolders
Q4 202424,989$791.9K<0.1%−2,732−9.9%ReducedHolders
Q3 202427,721$909.5K<0.1%+1,786+6.9%AddedHolders
Q2 202425,935$708.5K<0.1%+2,645+11.4%AddedHolders
Q1 202423,290$627.9K<0.1%+1,210+5.5%AddedHolders
Q4 202322,080$590.4K<0.1%−3,074−12.2%ReducedHolders
Q3 202325,154$620.1K<0.1%+12,286+95.5%AddedHolders
Q2 202312,868$352.8K<0.1%−5,587−30.3%ReducedHolders
Q1 202318,455$523.7K<0.1%+10,554+133.6%AddedHolders
Q4 20227,901$223.5K<0.1%−9,920−55.7%ReducedHolders
Q3 202217,821$485.0K<0.1%−1,770−9.0%ReducedHolders
Q2 202219,591$607.0K<0.1%+1,039+5.6%AddedHolders
Q1 202218,552$641.0K<0.1%+459+2.5%AddedHolders
Q4 202118,093$635.0K<0.1%−1,155−6.0%ReducedHolders
Q3 202119,248$631.0K<0.1%+72+0.4%AddedHolders
Q2 202119,176$658.0K<0.1%−15,928−45.4%ReducedHolders
Q1 202135,104$1.18M<0.1%––Holders

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