Prestige Wealth Management Group’s Gabelli Equity Trust GAB Stock Holding History

Prestige Wealth Management Group’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.94K	Hold	343	–	–	﹤0.01%	770
2026 Q1	$1.92K	Hold	343	–	–	﹤0.01%	749
2025 Q4	$2.12K	Hold	343	–	–	﹤0.01%	748
2025 Q3	$2.09K	Hold	343	–	–	﹤0.01%	735
2025 Q2	$2K	Hold	343	–	–	﹤0.01%	732
2025 Q1	$1.89K	Hold	343	–	–	﹤0.01%	751
2024 Q4	$1.85K	Hold	343	–	–	﹤0.01%	795
2024 Q3	$1.88K	Hold	343	–	–	﹤0.01%	781
2024 Q2	$1.78K	Hold	343	–	–	﹤0.01%	741
2024 Q1	$1.89K	Hold	343	–	–	﹤0.01%	761
2023 Q4	$1.74K	Hold	343	–	–	﹤0.01%	774
2023 Q3	$1.76K	Hold	343	–	–	﹤0.01%	762
2023 Q2	$1.99K	Hold	343	–	–	﹤0.01%	758
2023 Q1	$1.97K	Hold	343	–	–	﹤0.01%	749
2022 Q4	$1.88K	Hold	343	–	–	﹤0.01%	847
2022 Q3	$2K	Hold	343	–	–	﹤0.01%	731
2022 Q2	$2K	Hold	343	–	–	﹤0.01%	746
2022 Q1	$2K	Hold	343	–	–	﹤0.01%	765
2021 Q4	$2K	Hold	343	–	–	﹤0.01%	791
2021 Q3	$2K	Buy	+343	New	+$2.33K	﹤0.01%	792
2021 Q2	–	Sell	-351	Closed	-$2K	–	988
2021 Q1	$2K	Hold	351	–	–	﹤0.01%	779
2020 Q4	$2K	Hold	351	–	–	﹤0.01%	747
2020 Q3	$2K	Hold	351	–	–	﹤0.01%	675
2020 Q2	$2K	Hold	351	–	–	﹤0.01%	666
2020 Q1	$1K	Hold	351	–	–	﹤0.01%	747
2019 Q4	$2K	Hold	351	–	–	﹤0.01%	496
2019 Q3	$2K	Hold	351	–	–	﹤0.01%	486
2019 Q2	$2K	Hold	351	–	–	﹤0.01%	451
2019 Q1	$2K	Hold	351	–	–	﹤0.01%	452
2018 Q4	$2K	Buy	+351	New	+$2.01K	﹤0.01%	822

Other funds holding GAB

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Prestige Wealth Management Group's GAB Position: Q2 2026 in Review

Prestige Wealth Management Group held its Gabelli Equity Trust (GAB) position steady in Q2 2026 at 343 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Prestige Wealth Management Group first reported a position in GAB in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.12K in Q4 2025. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Prestige Wealth Management Group held 343 shares of Gabelli Equity Trust worth $1.94K as of Q2 2026.
Prestige Wealth Management Group left its Gabelli Equity Trust share count unchanged in Q2 2026.
Gabelli Equity Trust made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #770 holding.
Prestige Wealth Management Group first reported a position in Gabelli Equity Trust in Q4 2018 and has held it in 30 quarters since.
Prestige Wealth Management Group's Gabelli Equity Trust position peaked at $2.12K in Q4 2025.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.