J.W. Cole Advisors’s Gabelli Utility Trust GUT Stock Holding History

J.W. Cole Advisors’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 Q2	$665K	Buy	+100,922	New	+$629K	0.01%	913
2026 Q1	–	Sell	-101,690	Closed	-$603K	–	1044
2025 Q4	$603K	Buy	101,690 +595	+0.6%	+$3.58K	0.01%	829
2025 Q3	$614K	Sell	101,095 -3,647	-3%	-$21.9K	0.01%	916
2025 Q2	$608K	Buy	104,742 +20,163	+24%	+$109K	0.01%	852
2025 Q1	$452K	Buy	84,579 +66,251	+361%	+$356K	0.01%	795
2024 Q4	$92.2K	Buy	+18,328	New	+$95K	﹤0.01%	932
2020 Q4	–	Sell	-118,016	Closed	-$870K	–	729
2020 Q3	$870K	Buy	+118,016	New	+$881K	0.07%	282

Other funds holding GUT

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

J.W. Cole Advisors's GUT Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Gabelli Utility Trust (GUT) in Q2 2026: 100,922 shares worth $665K. The stake represents 0.01% of the portfolio and ranks #913 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in GUT as recently as Q4 2025.

J.W. Cole Advisors first reported a position in GUT in Q3 2020 and has held it in 7 quarters since. The position peaked at $870K in Q3 2020. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

J.W. Cole Advisors held 100,922 shares of Gabelli Utility Trust worth $665K as of Q2 2026.
Gabelli Utility Trust was a new J.W. Cole Advisors position in Q2 2026.
Gabelli Utility Trust made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #913 holding.
J.W. Cole Advisors first reported a position in Gabelli Utility Trust in Q3 2020 and has held it in 7 quarters since.
J.W. Cole Advisors's Gabelli Utility Trust position peaked at $870K in Q3 2020.
98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.