Future Financial Wealth Management
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Future Financial Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Future Financial Wealth Management’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$740K Sell
21,535
-1,100
-5% -$42.3K 0.45% 41
2026
Q2 		$915K Sell
22,635
-1,567
-6% -$65.4K 0.57% 33
2026
Q1 		$1.01M Sell
24,202
-940
-4% -$36.7K 0.65% 28
2025
Q4 		$935K Sell
25,142
-453
-2% -$17.2K 0.63% 28
2025
Q3 		$1.01M Sell
25,595
-575
-2% -$21.7K 0.64% 28
2025
Q2 		$947K Buy
26,170
+470
+2% +$15.7K 0.65% 30
2025
Q1 		$836K Sell
25,700
-299
-1% -$9.8K 0.61% 30
2024
Q4 		$824K Sell
25,999
-638
-2% -$21K 0.6% 35
2024
Q3 		$874K Sell
26,637
-5,522
-17% -$163K 0.62% 35
2024
Q2 		$879K Buy
32,159
+2,274
+8% +$61.9K 0.77% 35
2024
Q1 		$806K Buy
29,885
+11,485
+62% +$303K 0.62% 35
2023
Q4 		$492K Buy
18,400
+1,200
+7% +$30.7K 0.49% 54
2023
Q3 		$424K Buy
17,200
+3,000
+21% +$80.6K 0.47% 54
2023
Q2 		$389K Hold
14,200
– – 0.41% 59
2023
Q1 		$403K Sell
14,200
-5,692
-29% -$163K 0.44% 61
2022
Q4 		$562K Sell
19,892
-3,600
-15% -$101K 0.64% 50
2022
Q3 		$728K Hold
23,492
– – 0.84% 43
2022
Q2 		$812K Hold
23,492
– – 0.79% 48
2022
Q1 		$812K Buy
23,492
+1,326
+6% +$44K 0.67% 48
2021
Q4 		$781K Buy
22,166
+2,000
+10% +$67.4K 0.62% 50
2021
Q3 		$692K Hold
20,166
– – 0.71% 51
2021
Q2 		$692K Hold
20,166
– – 0.71% 51
2021
Q1 		$676K Buy
20,166
+2,512
+14% +$81.6K 0.78% 41
2020
Q4 		$579K Buy
+17,654
New +$578K 0.67% 48

Other funds holding UTG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
Oak Family Advisors
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Future Financial Wealth Management's UTG Position: Q3 2026 in Review

Future Financial Wealth Management reduced its Reaves Utility Income Fund (UTG) stake by 4.9% in Q3 2026, selling an estimated $42.3K and leaving 21,535 shares worth $740K. The position accounts for 0.45% of the portfolio, ranked #41.

Future Financial Wealth Management first reported a position in UTG in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.01M in Q3 2025. 109 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

  • Future Financial Wealth Management held 21,535 shares of Reaves Utility Income Fund worth $740K as of Q3 2026.
  • Future Financial Wealth Management sold 1,100 Reaves Utility Income Fund shares in Q3 2026, an estimated $42.3K.
  • Reaves Utility Income Fund made up 0.45% of Future Financial Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Future Financial Wealth Management first reported a position in Reaves Utility Income Fund in Q4 2020 and has held it in 24 quarters since.
  • Future Financial Wealth Management's Reaves Utility Income Fund position peaked at $1.01M in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Future Financial Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.