Core Wealth Advisors (Florida)’s Gabelli Equity Trust GAB Stock Holding History

Core Wealth Advisors (Florida)’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$359K	Buy	63,364 +26,617	+72%	+$149K	0.07%	98
2026 Q1	$206K	Buy	+36,747	New	+$220K	0.05%	111

Other funds holding GAB

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Core Wealth Advisors (Florida)'s GAB Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Gabelli Equity Trust (GAB) stake by 72% in Q2 2026, buying an estimated $149K and bringing the position to 63,364 shares worth $359K. The position accounts for 0.07% of the portfolio, ranked #98.

Core Wealth Advisors (Florida) first reported a position in GAB in Q1 2026 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Core Wealth Advisors (Florida) held 63,364 shares of Gabelli Equity Trust worth $359K as of Q2 2026.
Core Wealth Advisors (Florida) bought 26,617 Gabelli Equity Trust shares in Q2 2026, an estimated $149K.
Gabelli Equity Trust made up 0.07% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #98 holding.
Core Wealth Advisors (Florida) first reported a position in Gabelli Equity Trust in Q1 2026 and has held it in 2 quarters since.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.