JWCA
GUT

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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

J.W. Cole Advisors's GUT Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Gabelli Utility Trust (GUT) in Q1 2026, closing a stake of 101,690 shares — an estimated $603K sold.

J.W. Cole Advisors first reported a position in GUT in Q3 2020 and held it in 6 quarters. The position peaked at $870K in Q3 2020. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Gabelli Utility Trust position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 101,690 Gabelli Utility Trust shares in Q1 2026, an estimated $603K.
  • J.W. Cole Advisors first reported a position in Gabelli Utility Trust in Q3 2020 and held it in 6 quarters.
  • J.W. Cole Advisors's Gabelli Utility Trust position peaked at $870K in Q3 2020.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.