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Gabelli Utility Trust shares owned by Core Wealth Advisors

Quarter-by-quarter ownership of Gabelli Utility Trust (GUT) shares owned by Core Wealth Advisors from 13F filings

Historical chart of Core Wealth Advisors investment in Gabelli Utility Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Gabelli Utility Trust by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $210k 35k 6.05

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Ishares Tr Core S&p500 Etf (IVV)
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Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Series Trust State Street Spd (SPYM)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Core Msci Eafe (IEFA)
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Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Quality Divrsfed (QINT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)

View all positions for Core Wealth Advisors

Top funds holding Gabelli Utility Trust

Commonwealth Equity Services
LPL Financial
Morgan Stanley
Cambridge Investment Research Advisors
Advisor Group Holdings
GAMCO Asset Management
Plus Group Wealth Advisors
Cetera Investment Advisers
Arlington Capital Management
Janney Montgomery Scott
Raymond James Financial
Balboa Wealth Partners
CoreCap Advisors
Wedbush Morgan Securities
International Assets Investment Management

View all funds holding Gabelli Utility Trust