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SeaCrest Wealth Management, LLC

SEC CIK
0001728121
Latest filing
Jul 9, 2026

UTG holding history

Reaves Utility Income Fund in every 13F filed by SeaCrest Wealth Management, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2022
Holdings of UTG by SeaCrest Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−5,020−100.0%Sold outHolders
Q3 20255,020$204.4K<0.1%−2,175−30.2%ReducedHolders
Q2 20257,195$260.3K<0.1%+700+10.8%AddedHolders
Q1 20256,495$211.3K<0.1%−815−11.1%ReducedHolders
Q4 20247,310$231.7K<0.1%+490+7.2%AddedHolders
Q3 20246,820$223.8K<0.1%+6,820NewHolders
Q4 20230$00.0%−9,070−100.0%Sold outHolders
Q3 20239,070$223.6K<0.1%00.0%UnchangedHolders
Q2 20239,070$248.7K<0.1%−1,800−16.6%ReducedHolders
Q1 202310,870$308.5K<0.1%+1,300+13.6%AddedHolders
Q4 20229,570$270.5K<0.1%+1,200+14.3%AddedHolders
Q3 20228,370$228.0K<0.1%−1,053−11.2%ReducedHolders
Q2 20229,423$292.0K<0.1%−1,000−9.6%ReducedHolders
Q1 202210,423$360.0K<0.1%+10,423NewHolders