Mission Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

Mission Wealth Management’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	$237K	Buy	41,816 +4,242	+11%	+$23.7K	﹤0.01%	966
2026 Q1	$210K	Hold	37,574	–	–	﹤0.01%	694
2025 Q4	$232K	Hold	37,574	–	–	﹤0.01%	657
2025 Q3	$229K	Hold	37,574	–	–	﹤0.01%	645
2025 Q2	$219K	Hold	37,574	–	–	﹤0.01%	648
2025 Q1	$207K	Hold	37,574	–	–	0.01%	635
2024 Q4	$202K	Hold	37,574	–	–	﹤0.01%	626
2024 Q3	$206K	Sell	37,574 -1,500	-4%	-$8.1K	0.01%	634
2024 Q2	$203K	Hold	39,074	–	–	0.01%	614
2024 Q1	$216K	Buy	+39,074	New	+$207K	0.01%	633

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

Mission Wealth Management's GAB Position: Q2 2026 in Review

Mission Wealth Management increased its Gabelli Equity Trust (GAB) stake by 11% in Q2 2026, buying an estimated $23.7K and bringing the position to 41,816 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Mission Wealth Management first reported a position in GAB in Q1 2024 and has held it in 10 quarters since. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Mission Wealth Management held 41,816 shares of Gabelli Equity Trust worth $237K as of Q2 2026.
Mission Wealth Management bought 4,242 Gabelli Equity Trust shares in Q2 2026, an estimated $23.7K.
Gabelli Equity Trust made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #966 holding.
Mission Wealth Management first reported a position in Gabelli Equity Trust in Q1 2024 and has held it in 10 quarters since.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.