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Livermore
Livermore
ZHEN

Lowe Wealth Advisors, LLC

SEC CIK
0001574010
Latest filing
Oct 16, 2025

UTG holding history

Reaves Utility Income Fund in every 13F filed by Lowe Wealth Advisors, LLC, 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 Q3 2025 holdings

Shares (Q3 2025)
6,250
Value
$247.6K
% of portfolio
0.1%
Quarters held
17
Since Q3 2021
Holdings of UTG by Lowe Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20256,250$247.6K0.1%00.0%UnchangedHolders
Q2 20256,250$226.1K0.1%+100+1.6%AddedHolders
Q1 20256,150$200.1K0.1%−400−6.1%ReducedHolders
Q4 20246,550$207.6K0.1%−1,200−15.5%ReducedHolders
Q3 20247,750$254.3K0.1%00.0%UnchangedHolders
Q2 20247,750$211.7K0.1%−350−4.3%ReducedHolders
Q1 20248,100$218.4K0.1%+100+1.3%AddedHolders
Q4 20238,000$213.9K0.1%−550−6.4%ReducedHolders
Q3 20238,550$210.8K0.1%−350−3.9%ReducedHolders
Q2 20238,900$244.0K0.1%+250+2.9%AddedHolders
Q1 20238,650$245.5K0.1%+450+5.5%AddedHolders
Q4 20228,200$231.8K0.1%00.0%UnchangedHolders
Q3 20228,200$223.0K0.1%+450+5.8%AddedHolders
Q2 20227,750$240.0K0.1%+200+2.6%AddedHolders
Q1 20227,550$261.0K0.1%+150+2.0%AddedHolders
Q4 20217,400$260.0K0.1%00.0%UnchangedHolders
Q3 20217,400$242.0K0.1%+7,400NewHolders