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 Q2	$63.3K	Hold	9,600	–	–	0.03%	441
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AmeriFlex Group's GUT Position: Q2 2026 in Review

AmeriFlex Group held its Gabelli Utility Trust (GUT) position steady in Q2 2026 at 9,600 shares worth $63.3K. The position accounts for 0.03% of the portfolio, ranked #441.

AmeriFlex Group first reported a position in GUT in Q4 2024 and has held it in 6 quarters since. The position peaked at $117K in Q3 2025. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

AmeriFlex Group held 9,600 shares of Gabelli Utility Trust worth $63.3K as of Q2 2026.
AmeriFlex Group left its Gabelli Utility Trust share count unchanged in Q2 2026.
Gabelli Utility Trust made up 0.03% of AmeriFlex Group's portfolio in Q2 2026, its #441 holding.
AmeriFlex Group first reported a position in Gabelli Utility Trust in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Gabelli Utility Trust position peaked at $117K in Q3 2025.
98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.