Total Clarity Wealth Management, Inc.
Position in UTG — Reaves Utility Income Fund
CIK 1804909
ST. CHARLES, IL
Position in UTG
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$243,143
+$101,876 QoQ
Shares Held
6,190
+35.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Total Clarity Wealth Management, Inc. holds $1,393,316 across 5 Asset Management names. UTG ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DXYZ |
Destiny Tech100 Inc.
|
20,252 | $542,348 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
10,096 | $246,241 | |
| 3 | UTG |
Reaves Utility Income Fund
This page
|
6,190 | $243,143 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
14,117 | $234,483 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
11,318 | $127,101 |
All Filings in UTG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||