AAS
GLU

Ameritas Advisory Services’s Gabelli Utility & Income Trust GLU Stock Holding History

Ameritas Advisory Services’s Portfolio GLU Stock Details GLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-200
Closed -$3.46K – 2440
2025
Q2 		$3.46K Buy
+200
New +$3.28K ﹤0.01% 2355
2023
Q2 		– Sell
-200
Closed -$3.06K – 1345
2023
Q1 		$3.06K Buy
+200
New +$2.92K ﹤0.01% 2294

Other funds holding GLU

GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameritas Advisory Services's GLU Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Gabelli Utility & Income Trust (GLU) in Q3 2025, closing a stake of 200 shares — an estimated $3.46K sold.

Ameritas Advisory Services first reported a position in GLU in Q1 2023 and held it in 2 quarters. The position peaked at $3.46K in Q2 2025. 21 funds tracked by Wall St. Rank hold GLU as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Gabelli Utility & Income Trust position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 200 Gabelli Utility & Income Trust shares in Q3 2025, an estimated $3.46K.
  • Ameritas Advisory Services first reported a position in Gabelli Utility & Income Trust in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Gabelli Utility & Income Trust position peaked at $3.46K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Gabelli Utility & Income Trust as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.