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IFP Advisors’s Gabelli Equity Trust GAB Stock Holding History

IFP Advisors’s Portfolio GAB Stock Details GAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.45K Sell
1,670
-4,008
-71% -$22.4K ﹤0.01% 3436
2026
Q1 		$31.8K Buy
5,678
+3,508
+162% +$21K ﹤0.01% 2514
2025
Q4 		$13.4K Hold
2,170
– – ﹤0.01% 2920
2025
Q3 		$13.2K Hold
2,170
– – ﹤0.01% 2767
2025
Q2 		$12.6K Sell
2,170
-330
-13% -$1.84K ﹤0.01% 2791
2025
Q1 		$13.8K Hold
2,500
– – ﹤0.01% 2458
2024
Q4 		$13.4K Sell
2,500
-115,003
-98% -$636K ﹤0.01% 2423
2024
Q3 		$645K Hold
117,503
– – 0.02% 604
2024
Q2 		$611K Buy
117,503
+19,609
+20% +$106K 0.02% 593
2024
Q1 		$540K Buy
97,894
+9,557
+11% +$50.6K 0.02% 581
2023
Q4 		$449K Buy
88,337
+37,886
+75% +$190K 0.02% 613
2023
Q3 		$259K Buy
+50,451
New +$277K 0.01% 845
2023
Q1 		– Sell
-3,000
Closed -$19K – 3782
2022
Q4 		$19K Hold
3,000
– – ﹤0.01% 2921
2022
Q3 		$19K Hold
3,000
– – ﹤0.01% 3129
2022
Q2 		$19K Hold
3,000
– – ﹤0.01% 2882
2022
Q1 		$19K Buy
+3,000
New +$20.9K ﹤0.01% 2882
2019
Q1 		$19K Sell
3,085
-20,296
-87% -$117K ﹤0.01% 1371
2018
Q4 		$117K Sell
23,381
-51,862
-69% -$297K 0.01% 1108
2018
Q3 		$477K Buy
75,243
+229
+0.3% +$1.45K 0.02% 682
2018
Q2 		$459K Buy
75,014
+537
+0.7% +$3.27K 0.02% 692
2018
Q1 		$451K Hold
74,477
– – 0.02% 661
2017
Q4 		$451K Sell
74,477
-40,169
-35% -$245K 0.02% 660
2017
Q3 		$723K Sell
114,646
-11,579
-9% -$70.7K 0.03% 549
2017
Q2 		$756K Sell
126,225
-100,224
-44% -$593K 0.03% 520
2017
Q1 		$1.31M Sell
226,449
-121,468
-35% -$689K 0.06% 354
2016
Q4 		$1.86M Sell
347,917
-47,436
-12% -$251K 0.09% 245
2016
Q3 		$2.16M Buy
395,353
+31,503
+9% +$174K 0.11% 209
2016
Q2 		$1.94M Buy
363,850
+360,740
+11,599% +$1.92M 0.11% 215
2016
Q1 		$19K Sell
3,110
-251,946
-99% -$1.22M ﹤0.01% 1371
2015
Q4 		$1.31M Buy
+255,056
New +$1.37M 0.09% 245

Other funds holding GAB

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

IFP Advisors's GAB Position: Q2 2026 in Review

IFP Advisors reduced its Gabelli Equity Trust (GAB) stake by 71% in Q2 2026, selling an estimated $22.4K and leaving 1,670 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3436.

IFP Advisors first reported a position in GAB in Q4 2015 and has held it in 30 quarters since. The position peaked at $2.16M in Q3 2016. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • IFP Advisors held 1,670 shares of Gabelli Equity Trust worth $9.45K as of Q2 2026.
  • IFP Advisors sold 4,008 Gabelli Equity Trust shares in Q2 2026, an estimated $22.4K.
  • Gabelli Equity Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3436 holding.
  • IFP Advisors first reported a position in Gabelli Equity Trust in Q4 2015 and has held it in 30 quarters since.
  • IFP Advisors's Gabelli Equity Trust position peaked at $2.16M in Q3 2016.
  • 224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.