BFC Planning, Inc.’s Gabelli Utility & Income Trust GLU Stock Holding History

BFC Planning, Inc.’s Portfolio GLU Stock Details GLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12K	Buy	+625	New	+$12.1K	﹤0.01%	2276

Other funds holding GLU

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Advisortrust Partners Raleigh, North Carolina $318M AUM 23.53% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Live Oak Private Wealth Wilmington, North Carolina $827M AUM 17.32% 1-Year Est. Return

BFC Planning, Inc.'s GLU Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Gabelli Utility & Income Trust (GLU) in Q2 2026: 625 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #2276 among its holdings.

24 funds tracked by Wall St. Rank hold GLU as of Q2 2026.

BFC Planning, Inc. held 625 shares of Gabelli Utility & Income Trust worth $12K as of Q2 2026.
Gabelli Utility & Income Trust was a new BFC Planning, Inc. position in Q2 2026.
Gabelli Utility & Income Trust made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2276 holding.
24 funds tracked by Wall St. Rank held Gabelli Utility & Income Trust as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.