Carson Wealth (CWM LLC)
GUT

Carson Wealth (CWM LLC)’s Gabelli Utility Trust GUT Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$15.4K Sell
2,539
-160
-6% -$968 ﹤0.01% 4572
2025
Q4 		$16K Buy
2,699
+160
+6% +$963 ﹤0.01% 4294
2025
Q3 		$15K Buy
2,539
+71
+3% +$427 ﹤0.01% 4267
2025
Q2 		$14K Hold
2,468
– – ﹤0.01% 4115
2025
Q1 		$13K Buy
2,468
+1,985
+411% +$10.7K ﹤0.01% 3959
2024
Q4 		$2K Hold
483
– – ﹤0.01% 4542
2024
Q3 		$3K Sell
483
-1,264
-72% -$7.3K ﹤0.01% 4277
2024
Q2 		$10K Buy
1,747
+495
+40% +$2.81K ﹤0.01% 3541
2024
Q1 		$7K Buy
+1,252
New +$6.61K ﹤0.01% 3504
2023
Q3 		– Sell
-3,899
Closed -$26K – 4310
2023
Q2 		$26K Hold
3,899
– – ﹤0.01% 2453
2023
Q1 		$27K Buy
+3,899
New +$27.7K ﹤0.01% 2291
2022
Q2 		– Sell
-313
Closed -$2K – 3918
2022
Q1 		$2K Hold
313
– – ﹤0.01% 3177
2021
Q4 		$3K Buy
+313
New +$2.46K ﹤0.01% 2978

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GUT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Gabelli Utility Trust (GUT) stake by 5.9% in Q1 2026, selling an estimated $968 and leaving 2,539 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4572.

Carson Wealth (CWM LLC) first reported a position in GUT in Q4 2021 and has held it in 13 quarters since. The position peaked at $27K in Q1 2023. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,539 shares of Gabelli Utility Trust worth $15.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 160 Gabelli Utility Trust shares in Q1 2026, an estimated $968.
  • Gabelli Utility Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4572 holding.
  • Carson Wealth (CWM LLC) first reported a position in Gabelli Utility Trust in Q4 2021 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Gabelli Utility Trust position peaked at $27K in Q1 2023.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.