PGWA
GUT

Plus Group Wealth Advisors’s Gabelli Utility Trust GUT Stock Holding History

Plus Group Wealth Advisors’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 		$1.24M Buy
187,849
+8,578
+5% +$53.4K 1.16% 17
2026
Q1 		$1.08M Buy
179,271
+1,255
+0.7% +$7.59K 1.19% 17
2025
Q4 		$1.07M Buy
+178,016
New +$1.07M 1.19% 17

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Plus Group Wealth Advisors's GUT Position: Q2 2026 in Review

Plus Group Wealth Advisors increased its Gabelli Utility Trust (GUT) stake by 4.8% in Q2 2026, buying an estimated $53.4K and bringing the position to 187,849 shares worth $1.24M. The position accounts for 1.16% of the portfolio, ranked #17.

Plus Group Wealth Advisors first reported a position in GUT in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Plus Group Wealth Advisors held 187,849 shares of Gabelli Utility Trust worth $1.24M as of Q2 2026.
  • Plus Group Wealth Advisors bought 8,578 Gabelli Utility Trust shares in Q2 2026, an estimated $53.4K.
  • Gabelli Utility Trust made up 1.16% of Plus Group Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Plus Group Wealth Advisors first reported a position in Gabelli Utility Trust in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Plus Group Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.