HB Wealth Management, LLC

SEC CIK: 0001911253
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

UTG holding history

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

UTG overview All 13F holders of UTG Full Q2 2026 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of UTG by HB Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−5,862−100.0%	Sold out	Holders
Q1 2022	5,862	$203.0K	<0.1%	00.0%	Unchanged	Holders
Q4 2021	5,862	$206.0K	<0.1%	–	No prior filing	Holders