Great Valley Advisor Group, Inc.

SEC CIK: 0001769897
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

UTG holding history

Reaves Utility Income Fund in every 13F filed by Great Valley Advisor Group, 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 2026): 5,265
Value: $214.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of UTG by Great Valley Advisor Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,265	$214.4K	<0.1%	+5+0.1%	Added	Holders
Q1 2026	5,260	$206.6K	<0.1%	+5,260	New	Holders
Q4 2025	0	$0	0.0%	−5,250−100.0%	Sold out	Holders
Q3 2025	5,250	$208.0K	<0.1%	+5,250	New	Holders