Plus Group Wealth Advisors »

Gabelli Utility Trust shares owned by Plus Group Wealth Advisors

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

Historical chart of Plus Group Wealth Advisors investment in Gabelli Utility Trust

Tip: Access up to 7 years of quarterly data

All positions including Gabelli Utility Trust held by Plus Group Wealth 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 Utility Trust by Plus Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 178k 6.03

More positions owned by Plus Group Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded SHS (FVD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange-traded Dj Internt Idx (FDN)
Amazon (AMZN)
First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Series Trust State Street Spd (SPTI)
Vanguard Index Fds Real Estate Etf (VNQ)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for Plus Group Wealth Advisors

Top funds holding Gabelli Utility Trust

Commonwealth Equity Services
LPL Financial
Advisor Group Holdings
Cambridge Investment Research Advisors
GAMCO Asset Management
Plus Group Wealth Advisors
Cetera Investment Advisers
Janney Montgomery Scott
Raymond James Financial
Balboa Wealth Partners
J.w. Cole Advisors
International Assets Investment Management
Virtue Capital Management
CoreCap Advisors
Kestra Advisory Services

View all funds holding Gabelli Utility Trust