Coppell Advisory Solutions’s Gabelli Utility & Income Trust GLU Stock Holding History

Coppell Advisory Solutions’s Portfolio GLU Stock Details GLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-635	Closed	-$9.59K	–	935
2024 Q4	$9.59K	Buy	635 +11	+2%	+$178	﹤0.01%	1127
2024 Q3	$10.3K	Buy	624 +12	+2%	+$181	﹤0.01%	1075
2024 Q2	$8.47K	Buy	+612	New	+$8.67K	﹤0.01%	1063
2023 Q4	$7.72K	Buy	586 +49	+9%	+$624	﹤0.01%	998
2023 Q3	$7.57K	Sell	537 -23	-4%	-$327	﹤0.01%	648
2023 Q2	$7.92K	Buy	+560	New	+$7.98K	﹤0.01%	748
2023 Q1	–	Sell	-537	Closed	-$7.57K	–	564
2022 Q4	$7.57K	Buy	+537	New	+$7.68K	﹤0.01%	655

Other funds holding GLU

GCIA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

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

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Coppell Advisory Solutions's GLU Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Gabelli Utility & Income Trust (GLU) in Q1 2025, closing a stake of 635 shares — an estimated $9.59K sold.

Coppell Advisory Solutions first reported a position in GLU in Q4 2022 and held it in 7 quarters. The position peaked at $10.3K in Q3 2024. 20 funds tracked by Wall St. Rank hold GLU as of Q1 2025.

Coppell Advisory Solutions reported no remaining Gabelli Utility & Income Trust position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 635 Gabelli Utility & Income Trust shares in Q1 2025, an estimated $9.59K.
Coppell Advisory Solutions first reported a position in Gabelli Utility & Income Trust in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Gabelli Utility & Income Trust position peaked at $10.3K in Q3 2024.
20 funds tracked by Wall St. Rank held Gabelli Utility & Income Trust as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.