Atria Wealth Solutions’s Gabelli Utility Trust GUT Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$394K	Sell	67,917 -26,450	-28%	-$143K	0.01%	1032
2025 Q1	$504K	Sell	94,367 -29,383	-24%	-$158K	0.01%	1199
2024 Q4	$622K	Sell	123,750 -5,621	-4%	-$29.1K	0.01%	1151
2024 Q3	$673K	Buy	129,371 +15,242	+13%	+$88.1K	0.01%	1089
2024 Q2	$659K	Sell	114,129 -74,472	-39%	-$423K	0.01%	1090
2024 Q1	$1.02M	Buy	188,601 +29,567	+19%	+$156K	0.01%	898
2023 Q4	$840K	Buy	159,034 +23,437	+17%	+$132K	0.01%	943
2023 Q3	$700K	Sell	135,597 -1,819	-1%	-$12K	0.01%	976
2023 Q2	$908K	Sell	137,416 -21,180	-13%	-$143K	0.01%	877
2023 Q1	$1.11M	Buy	158,596 +77,866	+96%	+$552K	0.02%	757
2022 Q4	$591K	Buy	80,730 +51,461	+176%	+$353K	0.01%	994
2022 Q3	$197K	Buy	+29,269	New	+$216K	﹤0.01%	1562
2022 Q2	–	Sell	-19,032	Closed	-$132K	–	1742
2022 Q1	$132K	Buy	+19,032	New	+$147K	﹤0.01%	1644

Other funds holding GUT

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

BWP

Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Gabelli Utility Trust (GUT) stake by 28% in Q2 2025, selling an estimated $143K and leaving 67,917 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #1032.

Atria Wealth Solutions first reported a position in GUT in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.11M in Q1 2023. 91 funds tracked by Wall St. Rank hold GUT as of Q2 2025.

Atria Wealth Solutions held 67,917 shares of Gabelli Utility Trust worth $394K as of Q2 2025.
Atria Wealth Solutions sold 26,450 Gabelli Utility Trust shares in Q2 2025, an estimated $143K.
Gabelli Utility Trust made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1032 holding.
Atria Wealth Solutions first reported a position in Gabelli Utility Trust in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Gabelli Utility Trust position peaked at $1.11M in Q1 2023.
91 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2025.

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