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Edge Financial Advisors LLC

SEC CIK
0002011402
Latest filing
Jan 28, 2026

UTG holding history

Reaves Utility Income Fund in every 13F filed by Edge Financial 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 Q4 2025 holdings

Shares (Q4 2025)
29,700
Value
$1.09M
% of portfolio
0.5%
Quarters held
3
Since Q2 2025
Holdings of UTG by Edge Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202529,700$1.09M0.5%+4,483+17.8%AddedHolders
Q3 202525,217$999.1K0.4%+17,002+207.0%AddedHolders
Q2 20258,215$297.5K0.2%+8,215NewHolders