Next Level Wealth Planning’s Gabelli Dividend & Income Trust GDV Stock Holding History

Next Level Wealth Planning’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 Q3	$69.1K	Buy	+2,444	New	+$72.8K	0.03%	143

Other funds holding GDV

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Next Level Wealth Planning's GDV Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Gabelli Dividend & Income Trust (GDV) in Q3 2026: 2,444 shares worth $69.1K. The stake represents 0.03% of the portfolio and ranks #143 among its holdings.

101 funds tracked by Wall St. Rank hold GDV as of Q3 2026.

Next Level Wealth Planning held 2,444 shares of Gabelli Dividend & Income Trust worth $69.1K as of Q3 2026.
Gabelli Dividend & Income Trust was a new Next Level Wealth Planning position in Q3 2026.
Gabelli Dividend & Income Trust made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #143 holding.
101 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.