Leverty Financial Group’s Gabelli Utility Trust GUT Stock Holding History

Leverty Financial Group’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	$206K	Hold	31,267	–	–	0.04%	45
2026 Q1	$189K	Hold	31,267	–	–	0.04%	42
2025 Q4	$189K	Hold	31,267	–	–	0.05%	45
2025 Q3	$190K	Hold	31,267	–	–	0.05%	42
2025 Q2	$181K	Hold	31,267	–	–	0.05%	42
2025 Q1	$167K	Hold	31,267	–	–	0.07%	40
2024 Q4	$157K	Hold	31,267	–	–	0.08%	35
2024 Q3	$163K	Sell	31,267 -813	-3%	-$4.7K	0.09%	33
2024 Q2	$185K	Hold	32,080	–	–	0.11%	31
2024 Q1	$174K	Hold	32,080	–	–	0.1%	31
2023 Q4	$169K	Hold	32,080	–	–	0.11%	32
2023 Q3	$166K	Hold	32,080	–	–	0.12%	29
2023 Q2	$212K	Hold	32,080	–	–	0.15%	27
2023 Q1	$224K	Hold	32,080	–	–	0.18%	27
2022 Q4	$235K	Hold	32,080	–	–	0.2%	23
2022 Q3	$215K	Hold	32,080	–	–	0.21%	23
2022 Q2	$212K	Buy	32,080 +5,663	+21%	+$38.8K	0.2%	22
2022 Q1	$183K	Hold	26,417	–	–	0.14%	23
2021 Q4	$212K	Buy	+26,417	New	+$208K	0.16%	16

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

Leverty Financial Group's GUT Position: Q2 2026 in Review

Leverty Financial Group held its Gabelli Utility Trust (GUT) position steady in Q2 2026 at 31,267 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #45.

Leverty Financial Group first reported a position in GUT in Q4 2021 and has held it in 19 quarters since. The position peaked at $235K in Q4 2022. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

Leverty Financial Group held 31,267 shares of Gabelli Utility Trust worth $206K as of Q2 2026.
Leverty Financial Group left its Gabelli Utility Trust share count unchanged in Q2 2026.
Gabelli Utility Trust made up 0.04% of Leverty Financial Group's portfolio in Q2 2026, its #45 holding.
Leverty Financial Group first reported a position in Gabelli Utility Trust in Q4 2021 and has held it in 19 quarters since.
Leverty Financial Group's Gabelli Utility Trust position peaked at $235K in Q4 2022.
98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.