Kingswood Wealth Advisors’s Gabelli Equity Trust GAB Stock Holding History

Kingswood Wealth 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	$404K	Buy	71,321 +3,300	+5%	+$18.5K	0.02%	673
2026 Q1	$381K	Hold	68,021	–	–	0.02%	636
2025 Q4	$420K	Buy	68,021 +3,185	+5%	+$19.3K	0.02%	573
2025 Q3	$395K	Hold	64,836	–	–	0.02%	546
2025 Q2	$377K	Buy	64,836 +3,000	+5%	+$16.7K	0.03%	496
2025 Q1	$341K	Buy	61,836 +1,014	+2%	+$5.59K	0.03%	498
2024 Q4	$327K	Buy	+60,822	New	+$336K	0.02%	578

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

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 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 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

Kingswood Wealth Advisors's GAB Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Gabelli Equity Trust (GAB) stake by 4.9% in Q2 2026, buying an estimated $18.5K and bringing the position to 71,321 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #673.

Kingswood Wealth Advisors first reported a position in GAB in Q4 2024 and has held it in 7 quarters since. The position peaked at $420K in Q4 2025. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Kingswood Wealth Advisors held 71,321 shares of Gabelli Equity Trust worth $404K as of Q2 2026.
Kingswood Wealth Advisors bought 3,300 Gabelli Equity Trust shares in Q2 2026, an estimated $18.5K.
Gabelli Equity Trust made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #673 holding.
Kingswood Wealth Advisors first reported a position in Gabelli Equity Trust in Q4 2024 and has held it in 7 quarters since.
Kingswood Wealth Advisors's Gabelli Equity Trust position peaked at $420K in Q4 2025.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.