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Triumph Capital Management → UTG

Triumph Capital Management UTG Position History

Reaves Utility Income Fund • Utilities

Quarters held
8
Latest value
$490K
Q3 2026
Peak value
$545K
First seen
Q2 2025

Dollar value over time

Show data table
PeriodPosition value
Q2 2025$289K
Q3 2025$4K
Q3 2025$328K
Q3 2025$333K
Q4 2025$326K
Q1 2026$537K
Q2 2026$545K
Q3 2026$490K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$490K14.3K——
Q2 2026$545K13.4K——
Q1 2026$537K13.7K——
Q4 2025$326K8.9K——
Q3 2025$333K8.4K——
Q3 2025$328K8.3K——
Q3 2025$4K110——
Q2 2025$289K8.0K——

Other funds holding UTG

Other Triumph Capital Management positions

AAPL

APPLE INC

$21.9M
AAPL

APPLE INC

$19.5M
AAPL

APPLE INC

$17.2M
AAPL

APPLE INC

$17.1M
FFA

FIRST TR EXCHANGE-TRADED FD

$15.5M
FFA

FIRST TRUST ENHANCED SHORT MATURITY ETF

$13.2M
FFA

FIRST TRUST ENHANCED SHORT MATURITY ETF

$13.2M
FFA

FIRST TRUST ENHANCED SHORT MATURITY ETF

$13M
Triumph Capital Management UTG Holdings: 13F Position History | Track13F