Focus Partners Wealth
GUT

Focus Partners Wealth’s Gabelli Utility Trust GUT Stock Holding History

Focus Partners Wealth’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
Q1 		$171K Buy
28,303
+10,649
+60% +$64.4K ﹤0.01% 2443
2025
Q4 		$106K Buy
+17,654
New +$106K ﹤0.01% 2542

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Focus Partners Wealth's GUT Position: Q1 2026 in Review

Focus Partners Wealth increased its Gabelli Utility Trust (GUT) stake by 60% in Q1 2026, buying an estimated $64.4K and bringing the position to 28,303 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #2443.

Focus Partners Wealth first reported a position in GUT in Q4 2025 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • Focus Partners Wealth held 28,303 shares of Gabelli Utility Trust worth $171K as of Q1 2026.
  • Focus Partners Wealth bought 10,649 Gabelli Utility Trust shares in Q1 2026, an estimated $64.4K.
  • Gabelli Utility Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2443 holding.
  • Focus Partners Wealth first reported a position in Gabelli Utility Trust in Q4 2025 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.