Avantax Advisory Services’s Gabelli Equity Trust GAB Stock Holding History

Avantax Advisory Services’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	$268K	Sell	46,000 -220	-0.5%	-$1.23K	﹤0.01%	2005
2025 Q1	$255K	Hold	46,220	–	–	﹤0.01%	1945
2024 Q4	$249K	Buy	46,220 +220	+0.5%	+$1.22K	﹤0.01%	1916
2024 Q3	$253K	Hold	46,000	–	–	﹤0.01%	1876
2024 Q2	$239K	Hold	46,000	–	–	﹤0.01%	1846
2024 Q1	$254K	Hold	46,000	–	–	﹤0.01%	1403
2023 Q4	$234K	Buy	+46,000	New	+$230K	﹤0.01%	1378

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

Avantax Advisory Services's GAB Position: Q2 2025 in Review

Avantax Advisory Services reduced its Gabelli Equity Trust (GAB) stake by 0.48% in Q2 2025, selling an estimated $1.23K and leaving 46,000 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

Avantax Advisory Services first reported a position in GAB in Q4 2023 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold GAB as of Q2 2025.

Avantax Advisory Services held 46,000 shares of Gabelli Equity Trust worth $268K as of Q2 2025.
Avantax Advisory Services sold 220 Gabelli Equity Trust shares in Q2 2025, an estimated $1.23K.
Gabelli Equity Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2005 holding.
Avantax Advisory Services first reported a position in Gabelli Equity Trust in Q4 2023 and has held it in 7 quarters since.
193 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.