SFA
GUT

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

Sequoia 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
2026
Q2 		$177K Buy
+26,868
New +$167K ﹤0.01% 2012

Other funds holding GUT

PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Sequoia Financial Advisors's GUT Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Gabelli Utility Trust (GUT) in Q2 2026: 26,868 shares worth $177K. The stake represents ﹤0.01% of the portfolio and ranks #2012 among its holdings.

14 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Sequoia Financial Advisors held 26,868 shares of Gabelli Utility Trust worth $177K as of Q2 2026.
  • Gabelli Utility Trust was a new Sequoia Financial Advisors position in Q2 2026.
  • Gabelli Utility Trust made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2012 holding.
  • 14 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.