Semus Wealth Partners LLC

Position in UTG — Reaves Utility Income Fund

CIK 1964775 Boca Raton, FL

Position in UTG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$212,843

-$14,077 QoQ

Shares Held

5,227

-9.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#182

of 265 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Semus Wealth Partners LLC holds $847,719 across 4 Asset Management names. UTG ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	37,705	$369,886
2	UTG	Reaves Utility Income Fund This page	5,227	$212,843
3	BIT	BlackRock Multi-Sector Income Trust	12,250	$153,370
4	ETJ	Eaton Vance Risk-Managed Diversified Equity Income Fund	13,497	$111,620

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,843	5,227	-9.5%	Shares	Sole	2026-08-10
2026-03-31	$226,920	5,777	-2.9%	Shares	Sole	2026-04-24
2025-12-31	$217,651	5,950	-27.8%	Shares	Sole	2026-01-27
2025-09-30	$326,429	8,239	-35.7%	Shares	Sole	2025-10-22
2025-06-30	$463,429	12,809	-6.4%	Shares	Sole	2025-08-11
2025-03-31	$445,537	13,692	-4.1%	Shares	Sole	2025-05-07
2024-12-31	$452,374	14,275	-28.2%	Shares	Sole	2025-01-31
2024-09-30	$652,295	19,881	-18.4%	Shares	Sole	2024-11-07
2024-06-30	$665,952	24,376	-19.1%	Shares	Sole	2024-07-31
2024-03-31	$812,035	30,120	-2.3%	Shares	Sole	2024-05-07
2023-12-31	$824,367	30,829	-8.6%	Shares	Sole	2024-01-23
2023-09-30	$831,518	33,733	-1.0%	Shares	Sole	2023-10-31
2023-06-30	$934,446	34,079	+0.4%	Shares	Sole	2023-08-01
2023-03-31	$963,472	33,949	+0.5%	Shares	Sole	2023-04-24
2022-12-31	$954,734	33,772	—	Shares	Sole	2023-02-08
No filing history on record for this holder in this stock.