KA
GUT

Kovack Advisors’s Gabelli Utility Trust GUT Stock Holding History

Kovack 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 		$315K Sell
52,049
-6,533
-11% -$39.5K 0.02% 741
2025
Q4 		$353K Buy
+58,582
New +$353K 0.02% 711
2023
Q4 		– Sell
-17,570
Closed -$90.8K – 586
2023
Q3 		$90.8K Sell
17,570
-1,917
-10% -$12.7K 0.01% 534
2023
Q2 		$129K Sell
19,487
-4,566
-19% -$30.8K 0.02% 547
2023
Q1 		$168K Sell
24,053
-7,432
-24% -$52.7K 0.02% 529
2022
Q4 		$230K Sell
31,485
-1,142
-4% -$7.84K 0.03% 482
2022
Q3 		$219K Buy
32,627
+1,129
+4% +$8.32K 0.03% 500
2022
Q2 		$209K Buy
31,498
+1,248
+4% +$8.56K 0.03% 560
2022
Q1 		$210K Buy
30,250
+3,792
+14% +$29.2K 0.02% 638
2021
Q4 		$212K Buy
26,458
+1,676
+7% +$13.2K 0.02% 644
2021
Q3 		$190K Buy
24,782
+2,307
+10% +$18.1K 0.02% 655
2021
Q2 		$174K Buy
+22,475
New +$162K 0.02% 650
2021
Q1 		– Sell
-14,315
Closed -$113K – 666
2020
Q4 		$113K Sell
14,315
-6,310
-31% -$47.6K 0.02% 557
2020
Q3 		$152K Buy
20,625
+8,414
+69% +$62.8K 0.03% 439
2020
Q2 		$86K Sell
12,211
-6,605
-35% -$44.4K 0.02% 446
2020
Q1 		$107K Sell
18,816
-3,519
-16% -$25.3K 0.02% 404
2019
Q4 		$169K Buy
22,335
+3,322
+17% +$24.6K 0.03% 465
2019
Q3 		$138K Buy
19,013
+494
+3% +$3.46K 0.03% 442
2019
Q2 		$126K Buy
18,519
+220
+1% +$1.49K 0.03% 416
2019
Q1 		$124K Buy
18,299
+411
+2% +$2.63K 0.03% 401
2018
Q4 		$104K Buy
+17,888
New +$106K 0.03% 375

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

Kovack Advisors's GUT Position: Q1 2026 in Review

Kovack Advisors reduced its Gabelli Utility Trust (GUT) stake by 11% in Q1 2026, selling an estimated $39.5K and leaving 52,049 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #741.

Kovack Advisors first reported a position in GUT in Q4 2018 and has held it in 21 quarters since. The position peaked at $353K in Q4 2025. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • Kovack Advisors held 52,049 shares of Gabelli Utility Trust worth $315K as of Q1 2026.
  • Kovack Advisors sold 6,533 Gabelli Utility Trust shares in Q1 2026, an estimated $39.5K.
  • Gabelli Utility Trust made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #741 holding.
  • Kovack Advisors first reported a position in Gabelli Utility Trust in Q4 2018 and has held it in 21 quarters since.
  • Kovack Advisors's Gabelli Utility Trust position peaked at $353K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.