Sowell Financial Services LLC
Position in UTG — Reaves Utility Income Fund
CIK 1633697
NORTH LITTLE ROCK, AR
Position in UTG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,333,091
-$204,446 QoQ
Shares Held
32,738
-16.4% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#66
of 264 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. UTG ranks #9 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTZ |
Blackrock Credit Allocation Income Trust
|
761,468 | $7,782,202 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
122,009 | $5,196,363 | |
| 3 | LIEN |
Chicago Atlantic BDC, Inc.
|
511,387 | $4,996,250 | |
| 4 | FLC |
Flaherty & Crumrine Total Return Fund Inc
|
204,611 | $3,457,925 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
112,147 | $1,825,753 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
321,246 | $1,561,255 | |
| 7 | BX |
Blackstone Inc.
|
12,954 | $1,524,297 | |
| 8 | ERC |
Allspring Multi-Sector Income Fund
|
147,782 | $1,361,072 |
All Filings in UTG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,333,091 | 32,738 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,537,537 | 39,143 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,001,877 | 54,726 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,332,389 | 58,869 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,084,293 | 57,609 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,885,725 | 57,951 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,814,727 | 57,265 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,809,077 | 55,138 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,487,765 | 54,457 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,596,544 | 59,219 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,574,397 | 58,878 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,431,672 | 58,080 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,062,477 | 75,218 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,635,681 | 57,635 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,109,959 | 74,636 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,622,359 | 59,558 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,818,863 | 58,673 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $1,409,541 | 40,135 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,840,887 | 56,176 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,160,603 | 62,973 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,913,729 | 86,977 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,721,930 | 83,011 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,489,964 | 79,577 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,418,202 | 80,126 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,287,465 | 79,564 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||