Total Clarity Wealth Management, Inc.
Position in UTG — Reaves Utility Income Fund
CIK 1804909
ST. CHARLES, IL
Position in UTG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$343,351
+$100,208 QoQ
Shares Held
8,432
+36.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#147
of 264 holders
Holding Since
Mar 2021
6 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, 2026Total Clarity Wealth Management, Inc. holds $1,042,767 across 5 Asset Management names. UTG ranks #1 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
This page
|
8,432 | $343,351 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
7,960 | $240,153 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
10,101 | $190,605 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
10,437 | $135,785 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
11,318 | $132,873 |
All Filings in UTG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,351 | 8,432 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $243,143 | 6,190 | Shares | Sole | 2026-04-17 | |
| 2022-06-30 | $141,267 | 4,557 | Shares | Sole | 2022-07-29 | |
| 2021-12-31 | $212,405 | 6,048 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $167,618 | 5,115 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $92,058 | 2,748 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||