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Sunpointe, LLC

SEC CIK
0002012181
Latest filing
Jul 24, 2026

UTG holding history

Reaves Utility Income Fund in every 13F filed by Sunpointe, 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)
16,760
Value
$682.5K
% of portfolio
0.2%
Quarters held
9
Since Q2 2024
Holdings of UTG by Sunpointe, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,760$682.5K0.2%+50.0%AddedHolders
Q1 202616,755$658.1K0.2%−1,072−6.0%ReducedHolders
Q4 202517,827$655.7K0.2%−600−3.3%ReducedHolders
Q3 202518,427$730.1K0.3%+653+3.7%AddedHolders
Q2 202517,774$643.0K0.3%−5,955−25.1%ReducedHolders
Q1 202523,729$772.1K0.4%+3,205+15.6%AddedHolders
Q4 202420,524$654.3K0.3%+1,960+10.6%AddedHolders
Q3 202418,564$609.1K0.5%−5,307−22.2%ReducedHolders
Q2 202423,871$652.2K0.4%+23,871NewHolders