KWA
GUT

Kingswood Wealth Advisors’s Gabelli Utility Trust GUT Stock Holding History

Kingswood Wealth 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
2025
Q1 		– Sell
-12,263
Closed -$61.7K – 771
2024
Q4 		$61.7K Buy
+12,263
New +$63.6K ﹤0.01% 769

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kingswood Wealth Advisors's GUT Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Gabelli Utility Trust (GUT) in Q1 2025, closing a stake of 12,263 shares — an estimated $61.7K sold.

Kingswood Wealth Advisors first reported a position in GUT in Q4 2024 and held it in 1 quarter. The position peaked at $61.7K in Q4 2024. 85 funds tracked by Wall St. Rank hold GUT as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Gabelli Utility Trust position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 12,263 Gabelli Utility Trust shares in Q1 2025, an estimated $61.7K.
  • Kingswood Wealth Advisors first reported a position in Gabelli Utility Trust in Q4 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Gabelli Utility Trust position peaked at $61.7K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.