AG
GUT

AmeriFlex Group’s Gabelli Utility Trust GUT Stock Holding History

AmeriFlex Group’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58.1K Hold
9,600
– – 0.03% 394
2025
Q4 		$57.9K Sell
9,600
-9,600
-50% -$57.8K 0.03% 390
2025
Q3 		$117K Buy
+19,200
New +$116K 0.04% 298
2025
Q2 		– Sell
-16,250
Closed -$86.8K – 1150
2025
Q1 		$86.8K Sell
16,250
-1,500
-8% -$8.06K 0.04% 361
2024
Q4 		$97.3K Buy
+17,750
New +$92K 0.04% 305

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

AmeriFlex Group's GUT Position: Q1 2026 in Review

AmeriFlex Group held its Gabelli Utility Trust (GUT) position steady in Q1 2026 at 9,600 shares worth $58.1K. The position accounts for 0.03% of the portfolio, ranked #394.

AmeriFlex Group first reported a position in GUT in Q4 2024 and has held it in 5 quarters since. The position peaked at $117K in Q3 2025. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • AmeriFlex Group held 9,600 shares of Gabelli Utility Trust worth $58.1K as of Q1 2026.
  • AmeriFlex Group left its Gabelli Utility Trust share count unchanged in Q1 2026.
  • Gabelli Utility Trust made up 0.03% of AmeriFlex Group's portfolio in Q1 2026, its #394 holding.
  • AmeriFlex Group first reported a position in Gabelli Utility Trust in Q4 2024 and has held it in 5 quarters since.
  • AmeriFlex Group's Gabelli Utility Trust position peaked at $117K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.