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Gabelli Equity Trust shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Gabelli Equity Trust (GAB) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Gabelli Equity Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Gabelli Equity Trust by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $61k 10k 6.09

More positions owned by Mount Yale Investment Advisors

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchangetraded Fst Low Oppt Eft (LMBS)
Spdr Series Trust Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Intterm Corp (VCIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core Sp Mcp Etf (IJH)

View all positions for Mount Yale Investment 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