Purus Wealth Management, LLC
Position in UTG — Reaves Utility Income Fund
CIK 1844250
Newport Beach, CA
Position in UTG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$368,271
+$62,477 QoQ
Shares Held
9,044
+16.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#143
of 264 holders
Holding Since
Jun 2025
5 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, 2026Purus Wealth Management, LLC holds $3,693,054 across 4 Asset Management names. UTG ranks #3 (10.0% of the industry book) .
All Filings in UTG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,271 | 9,044 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $305,794 | 7,785 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $264,839 | 7,240 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $257,767 | 6,506 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $231,769 | 6,406 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||