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Gabelli Dividend & Income Trust shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Gabelli Dividend & Income Trust (GDV) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Gabelli Dividend & Income Trust

Tip: Access up to 7 years of quarterly data

All positions including Gabelli Dividend & Income Trust held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gabelli Dividend & Income Trust by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $69k 2.3k 29.40

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Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf
Dimensional Etf Trust Us High Prof Etf
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Gabelli Dividend & Income Trust

Saba Capital Management
Karpus Investment Management
Wells Fargo & Company
Raymond James Financial
Allspring Global Investments Holdings
Advisors Asset Management
Sit Investment Associates
Gabelli Securities
LPL Financial
Royal Bank of Canada
Bank of America Corporation
Steward Partners Investment Advisory
Cohen & Steers Capital Management
Brooklyn Capital Management
Stifel Financial

View all funds holding Gabelli Dividend & Income Trust