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Focused Wealth Management, Inc

SEC CIK
0001586052
Latest filing
Aug 6, 2026

UTG holding history

Reaves Utility Income Fund in every 13F filed by Focused Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UTG overviewAll 13F holders of UTGFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of UTG by Focused Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−7,309−100.0%Sold outHolders
Q4 20237,309$195.4K<0.1%−7,287−49.9%ReducedHolders
Q3 202314,596$359.8K0.1%−83,853−85.2%ReducedHolders
Q2 202398,449$2.70M0.5%+5,675+6.1%AddedHolders
Q1 202392,774$2.63M0.5%+3,728+4.2%AddedHolders
Q4 202289,046$2.52M0.5%−428−0.5%ReducedHolders
Q3 202289,474$2.44M0.5%+1,223+1.4%AddedHolders
Q2 202288,251$2.74M0.5%+4,759+5.7%AddedHolders
Q1 202283,492$2.89M0.5%+10,383+14.2%AddedHolders
Q4 202173,109$2.57M0.4%−1,419−1.9%ReducedHolders
Q3 202174,528$2.44M0.4%+3,254+4.6%AddedHolders
Q2 202171,274$2.44M0.4%+328+0.5%AddedHolders
Q1 202170,946$2.38M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.