PFG Investments’s Gabelli Utility Trust GUT Stock Holding History

PFG Investments’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 Q2	$113K	Buy	17,182 +13	+0.1%	+$81	﹤0.01%	1222
2026 Q1	$104K	Buy	17,169 +14	+0.1%	+$85	﹤0.01%	1122
2025 Q4	$103K	Buy	17,155 +4,743	+38%	+$28.5K	﹤0.01%	1086
2025 Q3	$75.3K	Buy	12,412 +2,027	+20%	+$12.2K	﹤0.01%	1066
2025 Q2	$60.2K	Buy	10,385 +62	+0.6%	+$336	﹤0.01%	1001
2025 Q1	$55.1K	Buy	10,323 +60	+0.6%	+$322	﹤0.01%	966
2024 Q4	$51.6K	Buy	10,263 +247	+2%	+$1.28K	﹤0.01%	976
2024 Q3	$52.1K	Buy	+10,016	New	+$57.9K	﹤0.01%	970
2024 Q2	–	Sell	-17,826	Closed	-$96.4K	–	999
2024 Q1	$96.4K	Buy	+17,826	New	+$94.1K	0.01%	969
2023 Q4	–	Sell	-10,290	Closed	-$53.2K	–	506
2023 Q3	$53.2K	Buy	+10,290	New	+$68K	0.01%	497

Other funds holding GUT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PFG Investments's GUT Position: Q2 2026 in Review

PFG Investments increased its Gabelli Utility Trust (GUT) stake by 0.08% in Q2 2026, buying an estimated $81 and bringing the position to 17,182 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

PFG Investments first reported a position in GUT in Q3 2023 and has held it in 10 quarters since. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

PFG Investments held 17,182 shares of Gabelli Utility Trust worth $113K as of Q2 2026.
PFG Investments bought 13 Gabelli Utility Trust shares in Q2 2026, an estimated $81.
Gabelli Utility Trust made up ﹤0.01% of PFG Investments's portfolio in Q2 2026, its #1222 holding.
PFG Investments first reported a position in Gabelli Utility Trust in Q3 2023 and has held it in 10 quarters since.
98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.