RFA
GUT

Rollins Financial Advisors’s Gabelli Utility Trust GUT Stock Holding History

Rollins Financial 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
2025
Q2 		– Sell
-11,000
Closed -$58.7K – 145
2025
Q1 		$58.7K Sell
11,000
-3,000
-21% -$16.1K 0.01% 125
2024
Q4 		$70.4K Hold
14,000
– – 0.01% 128
2024
Q3 		$72.8K Sell
14,000
-364
-3% -$2.1K 0.01% 130
2024
Q2 		$82.9K Hold
14,364
– – 0.01% 124
2024
Q1 		$77.7K Buy
+14,364
New +$75.8K 0.01% 119

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Rollins Financial Advisors's GUT Position: Q2 2025 in Review

Rollins Financial Advisors sold out of Gabelli Utility Trust (GUT) in Q2 2025, closing a stake of 11,000 shares — an estimated $58.7K sold.

Rollins Financial Advisors first reported a position in GUT in Q1 2024 and held it in 5 quarters. The position peaked at $82.9K in Q2 2024. 91 funds tracked by Wall St. Rank hold GUT as of Q2 2025.

  • Rollins Financial Advisors reported no remaining Gabelli Utility Trust position as of Q2 2025 after selling out during the quarter.
  • Rollins Financial Advisors sold 11,000 Gabelli Utility Trust shares in Q2 2025, an estimated $58.7K.
  • Rollins Financial Advisors first reported a position in Gabelli Utility Trust in Q1 2024 and held it in 5 quarters.
  • Rollins Financial Advisors's Gabelli Utility Trust position peaked at $82.9K in Q2 2024.
  • 91 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2025.

Based on Rollins Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.