Financial Gravity Asset Management’s The Gabelli Equity Trust Rights (expiring April 14 2026) GAB.RT Stock Holding History

Financial Gravity Asset Management’s Portfolio GAB.RT Stock Details GAB.RT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14	Buy	+2,000	New	+$20	﹤0.01%	922

Other funds holding GAB.RT

Ursa Fund Management Danville, California $32.7M AUM 30.27% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Quarry LP New York $496M AUM 23.92% 1-Year Est. Return

Boothbay Fund Management New York $4.34B AUM 106.31% 1-Year Est. Return

Alpine Global Management New York $658M AUM 20.22% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return