CRI
GUT

Commonwealth Retirement Investments’s Gabelli Utility Trust GUT Stock Holding History

Commonwealth Retirement Investments’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 		– Sell
-618
Closed -$3.72K – 245
2025
Q4 		$3.72K Buy
+618
New +$3.72K ﹤0.01% 377

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 $161M AUM 38.38% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Retirement Investments's GUT Position: Q1 2026 in Review

Commonwealth Retirement Investments sold out of Gabelli Utility Trust (GUT) in Q1 2026, closing a stake of 618 shares — an estimated $3.72K sold.

Commonwealth Retirement Investments first reported a position in GUT in Q4 2025 and held it in 1 quarter. The position peaked at $3.72K in Q4 2025. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • Commonwealth Retirement Investments reported no remaining Gabelli Utility Trust position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Retirement Investments sold 618 Gabelli Utility Trust shares in Q1 2026, an estimated $3.72K.
  • Commonwealth Retirement Investments first reported a position in Gabelli Utility Trust in Q4 2025 and held it in 1 quarter.
  • Commonwealth Retirement Investments's Gabelli Utility Trust position peaked at $3.72K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.