Avantax Advisory Services’s Gabelli Dividend & Income Trust GDV Stock Holding History

Avantax Advisory Services’s Portfolio GDV Stock Details GDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$436K	Sell	16,779 -567	-3%	-$13.7K	﹤0.01%	1670
2025 Q1	$419K	Buy	+17,346	New	+$426K	﹤0.01%	1622
2023 Q3	–	Sell	-22,251	Closed	-$470K	–	1574
2023 Q2	$470K	Sell	22,251 -241	-1%	-$4.97K	0.01%	964
2023 Q1	$468K	Buy	22,492 +487	+2%	+$10.3K	0.01%	949
2022 Q4	$454K	Sell	22,005 -2,331	-10%	-$47.8K	0.01%	912
2022 Q3	$456K	Sell	24,336 -503	-2%	-$10.7K	0.01%	819
2022 Q2	$508K	Sell	24,839 -501	-2%	-$11.1K	0.01%	775
2022 Q1	$626K	Sell	25,340 -287	-1%	-$7.15K	0.01%	710
2021 Q4	$692K	Sell	25,627 -1,243	-5%	-$33.1K	0.01%	644
2021 Q3	$692K	Buy	26,870 +4,444	+20%	+$118K	0.01%	593
2021 Q2	$590K	Buy	22,426 +1,512	+7%	+$38.8K	0.01%	640
2021 Q1	$500K	Sell	20,914 -1,610	-7%	-$36.8K	0.01%	621
2020 Q4	$483K	Sell	22,524 -11,968	-35%	-$240K	0.01%	566
2020 Q3	$633K	Buy	34,492 +16,046	+87%	+$299K	0.01%	714
2020 Q2	$325K	Buy	18,446 +1,028	+6%	+$17.4K	0.01%	607
2020 Q1	$259K	Buy	17,418 +5,022	+41%	+$98K	0.01%	632
2019 Q4	$272K	Buy	12,396 +31	+0.3%	+$650	0.01%	660
2019 Q3	$266K	Buy	+12,365	New	+$264K	0.01%	463

Other funds holding GDV

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 GDV Position: Q2 2025 in Review

Avantax Advisory Services reduced its Gabelli Dividend & Income Trust (GDV) stake by 3.3% in Q2 2025, selling an estimated $13.7K and leaving 16,779 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Avantax Advisory Services first reported a position in GDV in Q3 2019 and has held it in 18 quarters since. The position peaked at $692K in Q4 2021. 173 funds tracked by Wall St. Rank hold GDV as of Q2 2025.

Avantax Advisory Services held 16,779 shares of Gabelli Dividend & Income Trust worth $436K as of Q2 2025.
Avantax Advisory Services sold 567 Gabelli Dividend & Income Trust shares in Q2 2025, an estimated $13.7K.
Gabelli Dividend & Income Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1670 holding.
Avantax Advisory Services first reported a position in Gabelli Dividend & Income Trust in Q3 2019 and has held it in 18 quarters since.
Avantax Advisory Services's Gabelli Dividend & Income Trust position peaked at $692K in Q4 2021.
173 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2025.

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