Echo45 Advisors
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Echo45 Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History

Echo45 Advisors’s Portfolio GDV Stock Details GDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$247K Hold
8,714
– – 0.11% 96
2026
Q2 		$256K Hold
8,714
– – 0.13% 66
2026
Q1 		$235K Hold
8,714
– – 0.13% 65
2025
Q4 		$242K Sell
8,714
-3,186
-27% -$86.4K 0.14% 62
2025
Q3 		$323K Buy
+11,900
New +$317K 0.19% 41

Other funds holding GDV

Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Private Wealth Partners
Private Wealth Partners Mill Valley, California $1.47B AUM 33.05% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Kennedy Investment Group
Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Echo45 Advisors's GDV Position: Q3 2026 in Review

Echo45 Advisors held its Gabelli Dividend & Income Trust (GDV) position steady in Q3 2026 at 8,714 shares worth $247K. The position accounts for 0.11% of the portfolio, ranked #96.

Echo45 Advisors first reported a position in GDV in Q3 2025 and has held it in 5 quarters since. The position peaked at $323K in Q3 2025. 42 funds tracked by Wall St. Rank hold GDV as of Q3 2026.

  • Echo45 Advisors held 8,714 shares of Gabelli Dividend & Income Trust worth $247K as of Q3 2026.
  • Echo45 Advisors left its Gabelli Dividend & Income Trust share count unchanged in Q3 2026.
  • Gabelli Dividend & Income Trust made up 0.11% of Echo45 Advisors's portfolio in Q3 2026, its #96 holding.
  • Echo45 Advisors first reported a position in Gabelli Dividend & Income Trust in Q3 2025 and has held it in 5 quarters since.
  • Echo45 Advisors's Gabelli Dividend & Income Trust position peaked at $323K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.