Comprehensive Financial Planning’s Gabelli Financial Services Opportunities ETF GABF Stock Holding History

Comprehensive Financial Planning’s Portfolio GABF Stock Details GABF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,205	Closed	-$106K	–	418
2025 Q3	$106K	Buy	2,205 +31	+1%	+$1.5K	0.07%	127
2025 Q2	$103K	Buy	2,174 +30	+1%	+$1.32K	0.08%	124
2025 Q1	$94.2K	Sell	2,144 -13	-0.6%	-$595	0.09%	106
2024 Q4	$98.1K	Buy	+2,157	New	+$101K	0.08%	123

Other funds holding GABF

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

CFG

Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Comprehensive Financial Planning's GABF Position: Q4 2025 in Review

Comprehensive Financial Planning sold out of Gabelli Financial Services Opportunities ETF (GABF) in Q4 2025, closing a stake of 2,205 shares — an estimated $106K sold.

Comprehensive Financial Planning first reported a position in GABF in Q4 2024 and held it in 4 quarters. The position peaked at $106K in Q3 2025. 10 funds tracked by Wall St. Rank hold GABF as of Q4 2025.

Comprehensive Financial Planning reported no remaining Gabelli Financial Services Opportunities ETF position as of Q4 2025 after selling out during the quarter.
Comprehensive Financial Planning sold 2,205 Gabelli Financial Services Opportunities ETF shares in Q4 2025, an estimated $106K.
Comprehensive Financial Planning first reported a position in Gabelli Financial Services Opportunities ETF in Q4 2024 and held it in 4 quarters.
Comprehensive Financial Planning's Gabelli Financial Services Opportunities ETF position peaked at $106K in Q3 2025.
10 funds tracked by Wall St. Rank held Gabelli Financial Services Opportunities ETF as of Q4 2025.

Based on Comprehensive Financial Planning's 13F filing for Q4 2025, filed 11 Feb 2026.