Atria Wealth Solutions’s Gabelli Equity Trust GAB Stock Holding History

Atria Wealth Solutions’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$245K	Sell	42,033 -44,382	-51%	-$247K	0.01%	1266
2025 Q1	$476K	Sell	86,415 -8,661	-9%	-$47.8K	0.01%	1224
2024 Q4	$512K	Buy	95,076 +4,512	+5%	+$25K	0.01%	1271
2024 Q3	$497K	Sell	90,564 -4,680	-5%	-$25.3K	0.01%	1251
2024 Q2	$495K	Sell	95,244 -22,654	-19%	-$122K	0.01%	1244
2024 Q1	$651K	Sell	117,898 -694	-0.6%	-$3.67K	0.01%	1124
2023 Q4	$602K	Sell	118,592 -12,919	-10%	-$64.7K	0.01%	1116
2023 Q3	$675K	Sell	131,511 -48,682	-27%	-$267K	0.01%	997
2023 Q2	$1.05M	Buy	180,193 +7,519	+4%	+$42.1K	0.01%	816
2023 Q1	$991K	Sell	172,674 -9,500	-5%	-$54.4K	0.01%	801
2022 Q4	$998K	Buy	182,174 +42,477	+30%	+$236K	0.02%	746
2022 Q3	$768K	Buy	139,697 +20,509	+17%	+$126K	0.01%	822
2022 Q2	$728K	Sell	119,188 -94,724	-44%	-$630K	0.01%	828
2022 Q1	$1.48M	Buy	+213,912	New	+$1.49M	0.02%	580

Other funds holding GAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Wealth Solutions's GAB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Gabelli Equity Trust (GAB) stake by 51% in Q2 2025, selling an estimated $247K and leaving 42,033 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #1266.

Atria Wealth Solutions first reported a position in GAB in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.48M in Q1 2022. 193 funds tracked by Wall St. Rank hold GAB as of Q2 2025.

Atria Wealth Solutions held 42,033 shares of Gabelli Equity Trust worth $245K as of Q2 2025.
Atria Wealth Solutions sold 44,382 Gabelli Equity Trust shares in Q2 2025, an estimated $247K.
Gabelli Equity Trust made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1266 holding.
Atria Wealth Solutions first reported a position in Gabelli Equity Trust in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Gabelli Equity Trust position peaked at $1.48M in Q1 2022.
193 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.