Back to UTG

ARMSTRONG ADVISORY GROUP, INC → UTG

ARMSTRONG ADVISORY GROUP, INC UTG Position History

Reaves Utility Income Fund

Quarters held
4
Latest value
$9K
Q3 2026
Peak value
$11K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$10K
Q1 2026$10K
Q2 2026$11K
Q3 2026$9K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9K275——
Q2 2026$11K270——
Q1 2026$10K266——
Q4 2025$10K262——

Other funds holding UTG

Other ARMSTRONG ADVISORY GROUP, INC positions

ETHA

ISHARES TR

$277.1M
ETHA

ISHARES TR

$244.6M
ETHA

ISHARES TR

$227.9M
VGES

VANGUARD BD INDEX FDS

$209.7M
ETHA

ISHARES TR

$163.4M
VGES

VANGUARD WORLD FD

$129.4M
ETHA

ISHARES TR

$128.6M
VGES

VANGUARD WORLD FD

$122.8M