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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

UTG holding history

Reaves Utility Income Fund in every 13F filed by Simplicity Wealth,LLC, 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 (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2025
Holdings of UTG by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−9,379−100.0%Sold outHolders
Q1 20269,379$368.4K<0.1%+1,260+15.5%AddedHolders
Q4 20258,119$297.0K<0.1%+8,119NewHolders