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Gabelli Equity Trust shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Gabelli Equity Trust (GAB) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Gabelli Equity Trust

Tip: Access up to 7 years of quarterly data

All positions including Gabelli Equity Trust held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gabelli Equity Trust by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $336k 61k 5.52
2023-12-31 $262k 52k 5.08
2023-09-30 $287k 56k 5.13

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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Gabelli Equity Trust

Commonwealth Equity Services
Morgan Stanley
LPL Financial
Philadelphia Trust Company
Cohen & Steers Capital Management
Bank of America Corporation
Landscape Capital Management
Royal Bank of Canada
Live Oak Private Wealth
Marks Group Wealth Management
Creative Planning
Cetera Investment Advisers
Shaker Financial Services
Scotia Capital
Wells Fargo & Company

View all funds holding Gabelli Equity Trust