Strategic Family Wealth Counselors, L.L.C.
Position in UTG — Reaves Utility Income Fund
CIK 1729755
FAIRFIELD, NJ
Position in UTG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,961,604
+$1,729 QoQ
Shares Held
48,173
-3.5% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#52
of 263 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Strategic Family Wealth Counselors, L.L.C. holds $2,168,329 across 2 Asset Management names. UTG ranks #1 (90.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
This page
|
48,173 | $1,961,604 | |
| 2 | ADX |
Adams Diversified Equity Fund, Inc.
|
8,091 | $206,725 |
All Filings in UTG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,961,604 | 48,173 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,959,875 | 49,895 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,817,696 | 49,691 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,496,209 | 37,764 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,015,681 | 28,073 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $919,612 | 28,261 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $882,978 | 27,863 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $850,828 | 25,932 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $712,696 | 26,087 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $497,088 | 18,438 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $276,491 | 10,340 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $346,406 | 14,053 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $320,265 | 11,680 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||