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Mount Yale Investment Advisors’s Gabelli Equity Trust GAB Stock Holding History

Mount Yale Investment Advisors’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 		$56.6K Sell
10,000
-3,479
-26% -$19.5K ﹤0.01% 1183
2026
Q1 		$75.5K Hold
13,479
– – ﹤0.01% 1085
2025
Q4 		$83.2K Buy
13,479
+3,479
+35% +$21.1K ﹤0.01% 711
2025
Q3 		$60.9K Buy
+10,000
New +$60K ﹤0.01% 663

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
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

Mount Yale Investment Advisors's GAB Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Gabelli Equity Trust (GAB) stake by 26% in Q2 2026, selling an estimated $19.5K and leaving 10,000 shares worth $56.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Mount Yale Investment Advisors first reported a position in GAB in Q3 2025 and has held it in 4 quarters since. The position peaked at $83.2K in Q4 2025. 223 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • Mount Yale Investment Advisors held 10,000 shares of Gabelli Equity Trust worth $56.6K as of Q2 2026.
  • Mount Yale Investment Advisors sold 3,479 Gabelli Equity Trust shares in Q2 2026, an estimated $19.5K.
  • Gabelli Equity Trust made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1183 holding.
  • Mount Yale Investment Advisors first reported a position in Gabelli Equity Trust in Q3 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Gabelli Equity Trust position peaked at $83.2K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.