IWP
GUT

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

Innova Wealth Partners’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
2024
Q4 		– Sell
-54,999
Closed -$286K – 115
2024
Q3 		$286K Buy
+54,999
New +$318K 0.24% 62

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BWP
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Innova Wealth Partners's GUT Position: Q4 2024 in Review

Innova Wealth Partners sold out of Gabelli Utility Trust (GUT) in Q4 2024, closing a stake of 54,999 shares — an estimated $286K sold.

Innova Wealth Partners first reported a position in GUT in Q3 2024 and held it in 1 quarter. The position peaked at $286K in Q3 2024. 84 funds tracked by Wall St. Rank hold GUT as of Q4 2024.

  • Innova Wealth Partners reported no remaining Gabelli Utility Trust position as of Q4 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 54,999 Gabelli Utility Trust shares in Q4 2024, an estimated $286K.
  • Innova Wealth Partners first reported a position in Gabelli Utility Trust in Q3 2024 and held it in 1 quarter.
  • Innova Wealth Partners's Gabelli Utility Trust position peaked at $286K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2024.

Based on Innova Wealth Partners's 13F filing for Q4 2024, filed 8 Jan 2025.