Dynamic Advisor Solutions’s Gabelli Utility Trust GUT Stock Holding History

Dynamic Advisor Solutions’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	$124K	Buy	21,842 +731	+3%	+$4.68K	﹤0.01%	1000
2026 Q2	$139K	Buy	21,111 +1,729	+9%	+$10.8K	﹤0.01%	1020
2026 Q1	$117K	Buy	19,382 +1,631	+9%	+$9.9K	﹤0.01%	943
2025 Q4	$107K	Buy	17,751 +2,429	+16%	+$14.6K	﹤0.01%	917
2025 Q3	$93K	Buy	15,322 +129	+0.8%	+$776	﹤0.01%	923
2025 Q2	$88.1K	Buy	15,193 +2,688	+21%	+$14.6K	﹤0.01%	887
2025 Q1	$66.8K	Buy	+12,505	New	+$67.2K	﹤0.01%	835

Other funds holding GUT

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

Dynamic Advisor Solutions's GUT Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Gabelli Utility Trust (GUT) stake by 3.5% in Q3 2026, buying an estimated $4.68K and bringing the position to 21,842 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Dynamic Advisor Solutions first reported a position in GUT in Q1 2025 and has held it in 7 quarters since. The position peaked at $139K in Q2 2026. 17 funds tracked by Wall St. Rank hold GUT as of Q3 2026.

Dynamic Advisor Solutions held 21,842 shares of Gabelli Utility Trust worth $124K as of Q3 2026.
Dynamic Advisor Solutions bought 731 Gabelli Utility Trust shares in Q3 2026, an estimated $4.68K.
Gabelli Utility Trust made up ﹤0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #1000 holding.
Dynamic Advisor Solutions first reported a position in Gabelli Utility Trust in Q1 2025 and has held it in 7 quarters since.
Dynamic Advisor Solutions's Gabelli Utility Trust position peaked at $139K in Q2 2026.
17 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.