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Future Financial Wealth Managment LLC → UTG

Future Financial Wealth Managment LLC UTG Position History

Reaves Utility Income Fund • Utilities

Quarters held
4
Latest value
$740K
Q3 2026
Peak value
$1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$935K
Q1 2026$1M
Q2 2026$915K
Q3 2026$740K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$740K21.5K——
Q2 2026$915K22.6K——
Q1 2026$1M24.2K——
Q4 2025$935K25.1K——

Other funds holding UTG

Other Future Financial Wealth Managment LLC positions

ETHA

INVESCO EXCH TRADED FD TR II

$19.3M
VGES

VANGUARD INDEX FDS

$18.5M
ETHA

INVESCO EXCH TRADED FD TR II

$17.7M
VGES

VANGUARD INDEX FDS

$17.3M
ETHA

INVESCO EXCH TRADED FD TR II

$17M
VGES

VANGUARD INDEX FDS

$16.9M
VGES

VANGUARD INDEX FDS

$15.6M
ETHA

INVESCO EXCH TRADED FD TR II

$15.2M
Future Financial Wealth Managment LLC UTG Holdings: 13F Position History | Track13F