EA
GDV icon

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
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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Echo45 Advisors's GDV Position: Q2 2026 in Review

Echo45 Advisors held its Gabelli Dividend & Income Trust (GDV) position steady in Q2 2026 at 8,714 shares worth $256K. The position accounts for 0.13% of the portfolio, ranked #66.

Echo45 Advisors first reported a position in GDV in Q3 2025 and has held it in 4 quarters since. The position peaked at $323K in Q3 2025. 56 funds tracked by Wall St. Rank hold GDV as of Q2 2026.

  • Echo45 Advisors held 8,714 shares of Gabelli Dividend & Income Trust worth $256K as of Q2 2026.
  • Echo45 Advisors left its Gabelli Dividend & Income Trust share count unchanged in Q2 2026.
  • Gabelli Dividend & Income Trust made up 0.13% of Echo45 Advisors's portfolio in Q2 2026, its #66 holding.
  • Echo45 Advisors first reported a position in Gabelli Dividend & Income Trust in Q3 2025 and has held it in 4 quarters since.
  • Echo45 Advisors's Gabelli Dividend & Income Trust position peaked at $323K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2026.

Based on Echo45 Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.