Valeo Financial Advisors »

Gabelli Equity Trust shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial Advisors investment in Gabelli Equity Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Gabelli Equity Trust by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $166k 31k 5.31
2023-12-31 $75k 15k 5.08

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Apple Stock (AAPL)
Ishares S&p 500 Index Etf (IVV)
Eli Lilly & Co Stock (LLY)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Microsoft Stock (MSFT)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Ishares Msci Eafe Etf Etf (EFA)
Amazon.com Stock (AMZN)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Nvidia Corp Stock (NVDA)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Valeo Financial Advisors

Top funds holding Gabelli Equity Trust

Commonwealth Equity Services
Bank of America Corporation
Philadelphia Trust Company
Creative Planning
Royal Bank of Canada
Live Oak Private Wealth
Shaker Financial Services
Marks Group Wealth Management
UBS Group
Scotia Capital
Wells Fargo & Company
Landscape Capital Management
Raymond James Financial Services Advisors
Advisor Group Holdings
Accel Wealth Management

View all funds holding Gabelli Equity Trust