Prevail Innovative Wealth Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio GDV Stock Details GDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-14,086	Closed	-$382K	–	207
2025 Q3	$382K	Sell	14,086 -56,652	-80%	-$1.51M	0.07%	176
2025 Q2	$1.84M	Buy	70,738 +13,959	+25%	+$336K	0.41%	76
2025 Q1	$1.37M	Buy	56,779 +9,990	+21%	+$245K	0.37%	93
2024 Q4	$1.13M	Buy	46,789 +8,660	+23%	+$214K	0.33%	95
2024 Q3	$932K	Buy	+38,129	New	+$895K	0.28%	105

Other funds holding GDV

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

KIM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Prevail Innovative Wealth Advisors's GDV Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Gabelli Dividend & Income Trust (GDV) in Q4 2025, closing a stake of 14,086 shares — an estimated $382K sold.

Prevail Innovative Wealth Advisors first reported a position in GDV in Q3 2024 and held it in 5 quarters. The position peaked at $1.84M in Q2 2025. 186 funds tracked by Wall St. Rank hold GDV as of Q4 2025.

Prevail Innovative Wealth Advisors reported no remaining Gabelli Dividend & Income Trust position as of Q4 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 14,086 Gabelli Dividend & Income Trust shares in Q4 2025, an estimated $382K.
Prevail Innovative Wealth Advisors first reported a position in Gabelli Dividend & Income Trust in Q3 2024 and held it in 5 quarters.
Prevail Innovative Wealth Advisors's Gabelli Dividend & Income Trust position peaked at $1.84M in Q2 2025.
186 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.