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Gabelli Equity Trust shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Gabelli Equity Trust (GAB) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Gabelli Equity Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Gabelli Equity Trust by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $395k 65k 6.09
2025-06-30 $377k 65k 5.82
2025-03-31 $341k 62k 5.51
2024-12-31 $327k 61k 5.38

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Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)
Broadcom Incorporated Common Stock (AVGO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Meta Platforms Incorporated Class A Common Stock (META)
Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood Wealth Advisors

Top funds holding Gabelli Equity Trust

LPL Financial
Morgan Stanley
Commonwealth Equity Services
J.w. Cole Advisors
Philadelphia Trust Company
GAMCO Asset Management
Cetera Investment Advisers
Raymond James Financial
Wells Fargo & Company
Royal Bank of Canada
Live Oak Private Wealth
Envestnet Asset Management
Guggenheim Capital, LLC Managers
Creative Planning
Scotia Capital

View all funds holding Gabelli Equity Trust