CFD
GLU

Creative Financial Designs’s Gabelli Utility & Income Trust GLU Stock Holding History

Creative Financial Designs’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
2026
Q2 		$10.2K Hold
533
– – ﹤0.01% 1508
2026
Q1 		$10.2K Hold
533
– – ﹤0.01% 1403
2025
Q4 		$10.3K Hold
533
– – ﹤0.01% 1354
2025
Q3 		$9.65K Hold
533
– – ﹤0.01% 1376
2025
Q2 		$9.22K Hold
533
– – ﹤0.01% 1364
2025
Q1 		$8.66K Hold
533
– – ﹤0.01% 1333
2024
Q4 		$8K Hold
533
– – ﹤0.01% 1309
2024
Q3 		$8.79K Hold
533
– – ﹤0.01% 1235
2024
Q2 		$7.39K Sell
533
-278
-34% -$3.94K ﹤0.01% 1237
2024
Q1 		$11.8K Hold
811
– – ﹤0.01% 1093
2023
Q4 		$10.7K Hold
811
– – ﹤0.01% 1074
2023
Q3 		$11K Hold
811
– – ﹤0.01% 1002
2023
Q2 		$11.5K Buy
+811
New +$11.6K ﹤0.01% 980

Other funds holding GLU

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Creative Financial Designs's GLU Position: Q2 2026 in Review

Creative Financial Designs held its Gabelli Utility & Income Trust (GLU) position steady in Q2 2026 at 533 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Creative Financial Designs first reported a position in GLU in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.8K in Q1 2024. 6 funds tracked by Wall St. Rank hold GLU as of Q2 2026.

  • Creative Financial Designs held 533 shares of Gabelli Utility & Income Trust worth $10.2K as of Q2 2026.
  • Creative Financial Designs left its Gabelli Utility & Income Trust share count unchanged in Q2 2026.
  • Gabelli Utility & Income Trust made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1508 holding.
  • Creative Financial Designs first reported a position in Gabelli Utility & Income Trust in Q2 2023 and has held it in 13 quarters since.
  • Creative Financial Designs's Gabelli Utility & Income Trust position peaked at $11.8K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held Gabelli Utility & Income Trust as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.