Future Financial Wealth Managment LLC
Position in UTG — Reaves Utility Income Fund
CIK 1801892
CINCINNATI, OH
Position in UTG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$921,697
-$28,957 QoQ
Shares Held
22,635
-6.5% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
#85
of 264 holders
Holding Since
Dec 2020
23 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, 2026Future Financial Wealth Managment LLC holds $8,820,788 across 23 Asset Management names. UTG ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
|
46,770 | $949,431 | |
| 2 | UTG |
Reaves Utility Income Fund
This page
|
22,635 | $921,697 | |
| 3 | MCI |
Barings Corporate Investors
|
44,370 | $779,137 | |
| 4 | BST |
BlackRock Science & Technology Trust
|
14,000 | $709,940 | |
| 5 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
13,710 | $686,871 | |
| 6 | PHK |
Pimco High Income Fund
|
113,392 | $528,406 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
28,175 | $444,319 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
23,995 | $400,716 |
All Filings in UTG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,697 | 22,635 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $950,654 | 24,202 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $919,694 | 25,142 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,014,073 | 25,595 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $946,830 | 26,170 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $836,278 | 25,700 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $823,908 | 25,999 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $873,959 | 26,637 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $878,583 | 32,159 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $805,699 | 29,885 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $492,016 | 18,400 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $423,980 | 17,200 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $389,364 | 14,200 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $402,996 | 14,200 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $562,346 | 19,892 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $639,922 | 23,492 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $728,252 | 23,492 | Shares | Sole | 2022-07-05 | |
| 2022-03-31 | $812,118 | 23,492 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $778,469 | 22,166 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $660,839 | 20,166 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $691,895 | 20,166 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $675,561 | 20,166 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $578,874 | 17,654 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||