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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

UTG holding history

Reaves Utility Income Fund in every 13F filed by Wealthspire 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 Q2 2026 holdings

Shares (Q2 2026)
159,511
Value
$6.50M
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of UTG by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026159,511$6.50M<0.1%+7,642+5.0%AddedHolders
Q1 2026151,869$5.97M<0.1%+7,559+5.2%AddedHolders
Q4 2025144,310$5.28M<0.1%+144,310NewHolders
Q3 20250$00.0%−97,683−100.0%Sold outHolders
Q2 202597,683$3.53M<0.1%+38,145+64.1%AddedHolders
Q1 202559,538$1.94M<0.1%+59,538NewHolders
Q2 20240$00.0%−9,963−100.0%Sold outHolders
Q1 20249,963$268.6K<0.1%−247−2.4%ReducedHolders
Q4 202310,210$273.0K<0.1%−376−3.6%ReducedHolders
Q3 202310,586$261.0K<0.1%−4,576−30.2%ReducedHolders
Q2 202315,162$415.7K<0.1%−9,035−37.3%ReducedHolders
Q1 202324,197$686.7K<0.1%−16,144−40.0%ReducedHolders
Q4 202240,341$1.14M<0.1%−2,069−4.9%ReducedHolders
Q3 202242,410$1.16M<0.1%−8,857−17.3%ReducedHolders
Q2 202251,267$1.59M<0.1%−7,287−12.4%ReducedHolders
Q1 202258,554$2.02M<0.1%+11,363+24.1%AddedHolders
Q4 202147,191$1.66M<0.1%−17,394−26.9%ReducedHolders
Q3 202164,585$2.12M<0.1%−20,350−24.0%ReducedHolders
Q2 202184,935$2.91M0.1%+37,441+78.8%AddedHolders
Q1 202147,494$1.59M<0.1%––Holders

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