CoreCap Advisors
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CoreCap Advisors’s Gabelli Utility Trust GUT Stock Holding History

CoreCap Advisors’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
Q3 		$1.44M Buy
252,884
+89,400
+55% +$573K 0.04% 308
2026
Q2 		$1.08M Buy
163,484
+63,693
+64% +$397K 0.03% 371
2026
Q1 		$604K Buy
99,791
+22,425
+29% +$136K 0.02% 475
2025
Q4 		$467K Buy
77,366
+8,400
+12% +$50.5K 0.02% 524
2025
Q3 		$419K Sell
68,966
-4,100
-6% -$24.7K 0.02% 565
2025
Q2 		$424K Sell
73,066
-1,400
-2% -$7.58K 0.02% 543
2025
Q1 		$398K Hold
74,466
– – 0.02% 516
2024
Q4 		$375K Hold
74,466
– – 0.02% 536
2024
Q3 		$387K Buy
74,466
+16,275
+28% +$94K 0.02% 516
2024
Q2 		$336K Buy
58,191
+35,316
+154% +$200K 0.03% 287
2024
Q1 		$124K Sell
22,875
-7,797
-25% -$41.2K 0.01% 772
2023
Q4 		$162K Hold
30,672
– – 0.01% 566
2023
Q3 		$158K Sell
30,672
-1,385
-4% -$9.16K 0.01% 519
2023
Q2 		$212K Buy
+32,057
New +$217K 0.02% 522
2022
Q4 		$186K Sell
25,455
-257
-1% -$1.76K 0.01% 553
2022
Q3 		$173K Hold
25,712
– – 0.01% 496
2022
Q2 		$170K Sell
25,712
-3,324
-11% -$22.8K 0.01% 558
2022
Q1 		$202K Buy
+29,036
New +$224K 0.01% 511

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Plus Group Wealth Advisors
Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors's GUT Position: Q3 2026 in Review

CoreCap Advisors increased its Gabelli Utility Trust (GUT) stake by 55% in Q3 2026, buying an estimated $573K and bringing the position to 252,884 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #308.

CoreCap Advisors first reported a position in GUT in Q1 2022 and has held it in 18 quarters since. 49 funds tracked by Wall St. Rank hold GUT as of Q3 2026.

  • CoreCap Advisors held 252,884 shares of Gabelli Utility Trust worth $1.44M as of Q3 2026.
  • CoreCap Advisors bought 89,400 Gabelli Utility Trust shares in Q3 2026, an estimated $573K.
  • Gabelli Utility Trust made up 0.04% of CoreCap Advisors's portfolio in Q3 2026, its #308 holding.
  • CoreCap Advisors first reported a position in Gabelli Utility Trust in Q1 2022 and has held it in 18 quarters since.
  • 49 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.