Optima Capital’s Gabelli Utility Trust GUT Stock Holding History

Optima Capital’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 Q1	–	Sell	-90	Closed	-$543	–	636
2025 Q4	$543	Buy	+90	New	+$542	﹤0.01%	1164

Other funds holding GUT

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Optima Capital's GUT Position: Q1 2026 in Review

Optima Capital sold out of Gabelli Utility Trust (GUT) in Q1 2026, closing a stake of 90 shares — an estimated $543 sold.

Optima Capital first reported a position in GUT in Q4 2025 and held it in 1 quarter. The position peaked at $543 in Q4 2025. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

Optima Capital reported no remaining Gabelli Utility Trust position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 90 Gabelli Utility Trust shares in Q1 2026, an estimated $543.
Optima Capital first reported a position in Gabelli Utility Trust in Q4 2025 and held it in 1 quarter.
Optima Capital's Gabelli Utility Trust position peaked at $543 in Q4 2025.
93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.