Independence Bank of Kentucky’s Gabelli Dividend & Income Trust GDV Stock Holding History

Independence Bank of Kentucky’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	–	Sell	-333	Closed	-$8.97K	–	601
2026 Q1	$8.97K	Buy	+333	New	+$9.39K	﹤0.01%	526
2019 Q4	–	Sell	-500	Closed	-$11K	–	357
2019 Q3	$11K	Hold	500	–	–	0.01%	292
2019 Q2	$11K	Sell	500 -250	-33%	-$5.35K	0.01%	260
2019 Q1	$16K	Hold	750	–	–	0.01%	245
2018 Q4	$14K	Hold	750	–	–	0.01%	241
2018 Q3	$18K	Hold	750	–	–	0.01%	244
2018 Q2	$17K	Hold	750	–	–	0.01%	230
2018 Q1	$17K	Hold	750	–	–	0.01%	237
2017 Q4	$18K	Buy	+750	New	+$16.9K	0.02%	224

Other funds holding GDV

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Independence Bank of Kentucky's GDV Position: Q2 2026 in Review

Independence Bank of Kentucky sold out of Gabelli Dividend & Income Trust (GDV) in Q2 2026, closing a stake of 333 shares — an estimated $8.97K sold.

Independence Bank of Kentucky first reported a position in GDV in Q4 2017 and held it in 9 quarters. The position peaked at $18K in Q3 2018. 85 funds tracked by Wall St. Rank hold GDV as of Q2 2026.

Independence Bank of Kentucky reported no remaining Gabelli Dividend & Income Trust position as of Q2 2026 after selling out during the quarter.
Independence Bank of Kentucky sold 333 Gabelli Dividend & Income Trust shares in Q2 2026, an estimated $8.97K.
Independence Bank of Kentucky first reported a position in Gabelli Dividend & Income Trust in Q4 2017 and held it in 9 quarters.
Independence Bank of Kentucky's Gabelli Dividend & Income Trust position peaked at $18K in Q3 2018.
85 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.