CWAF
GUT

Core Wealth Advisors (Florida)’s Gabelli Utility Trust GUT Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		$383K Buy
58,163
+23,540
+68% +$147K 0.08% 92
2026
Q1 		$209K Buy
+34,623
New +$209K 0.05% 107

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Core Wealth Advisors (Florida) increased its Gabelli Utility Trust (GUT) stake by 68% in Q2 2026, buying an estimated $147K and bringing the position to 58,163 shares worth $383K. The position accounts for 0.08% of the portfolio, ranked #92.

Core Wealth Advisors (Florida) first reported a position in GUT in Q1 2026 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Core Wealth Advisors (Florida) held 58,163 shares of Gabelli Utility Trust worth $383K as of Q2 2026.
  • Core Wealth Advisors (Florida) bought 23,540 Gabelli Utility Trust shares in Q2 2026, an estimated $147K.
  • Gabelli Utility Trust made up 0.08% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #92 holding.
  • Core Wealth Advisors (Florida) first reported a position in Gabelli Utility Trust in Q1 2026 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

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