LifeSteps Financial’s Gabelli Dividend & Income Trust GDV Stock Holding History

LifeSteps Financial’s Portfolio GDV Stock Details GDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18K	Buy	+40	New	+$1.16K	﹤0.01%	724

Other funds holding GDV

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LifeSteps Financial's GDV Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Gabelli Dividend & Income Trust (GDV) in Q2 2026: 40 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #724 among its holdings.

81 funds tracked by Wall St. Rank hold GDV as of Q2 2026.

LifeSteps Financial held 40 shares of Gabelli Dividend & Income Trust worth $1.18K as of Q2 2026.
Gabelli Dividend & Income Trust was a new LifeSteps Financial position in Q2 2026.
Gabelli Dividend & Income Trust made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #724 holding.
81 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.