Plancorp LLC’s Gabelli Utility Trust GUT Stock Holding History

Plancorp LLC’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	$137K	Hold	19,652	–	–	﹤0.01%	417
2026 Q1	$120K	Buy	+19,652	New	+$119K	﹤0.01%	370

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

Plancorp LLC's GUT Position: Q2 2026 in Review

Plancorp LLC held its Gabelli Utility Trust (GUT) position steady in Q2 2026 at 19,652 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Plancorp LLC first reported a position in GUT in Q1 2026 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

Plancorp LLC held 19,652 shares of Gabelli Utility Trust worth $137K as of Q2 2026.
Plancorp LLC left its Gabelli Utility Trust share count unchanged in Q2 2026.
Gabelli Utility Trust made up ﹤0.01% of Plancorp LLC's portfolio in Q2 2026, its #417 holding.
Plancorp LLC first reported a position in Gabelli Utility Trust in Q1 2026 and has held it in 2 quarters since.
98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.