RFP
GUT

Root Financial Partners’s Gabelli Utility Trust GUT Stock Holding History

Root Financial Partners’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
Q1 		$8.06K Hold
1,332
– – ﹤0.01% 1764
2025
Q4 		$8.03K Sell
1,332
-27
-2% -$162 ﹤0.01% 1596
2025
Q3 		$8.25K Buy
+1,359
New +$8.18K ﹤0.01% 1529

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Root Financial Partners's GUT Position: Q1 2026 in Review

Root Financial Partners held its Gabelli Utility Trust (GUT) position steady in Q1 2026 at 1,332 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Root Financial Partners first reported a position in GUT in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.25K in Q3 2025. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • Root Financial Partners held 1,332 shares of Gabelli Utility Trust worth $8.06K as of Q1 2026.
  • Root Financial Partners left its Gabelli Utility Trust share count unchanged in Q1 2026.
  • Gabelli Utility Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1764 holding.
  • Root Financial Partners first reported a position in Gabelli Utility Trust in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Gabelli Utility Trust position peaked at $8.25K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.