Smallwood Wealth Investment Management’s Gabelli Equity Trust GAB Stock Holding History

Smallwood Wealth Investment Management’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	$6.37K	Hold	1,125	–	–	﹤0.01%	357
2026 Q1	$6.3K	Hold	1,125	–	–	﹤0.01%	355
2025 Q4	$6.94K	Hold	1,125	–	–	﹤0.01%	337
2025 Q3	$6.85K	Hold	1,125	–	–	﹤0.01%	338
2025 Q2	$6.55K	Hold	1,125	–	–	﹤0.01%	342
2025 Q1	$6.2K	Buy	+1,125	New	+$6.21K	﹤0.01%	340

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

Smallwood Wealth Investment Management's GAB Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Gabelli Equity Trust (GAB) position steady in Q2 2026 at 1,125 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Smallwood Wealth Investment Management first reported a position in GAB in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.94K in Q4 2025. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Smallwood Wealth Investment Management held 1,125 shares of Gabelli Equity Trust worth $6.37K as of Q2 2026.
Smallwood Wealth Investment Management left its Gabelli Equity Trust share count unchanged in Q2 2026.
Gabelli Equity Trust made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #357 holding.
Smallwood Wealth Investment Management first reported a position in Gabelli Equity Trust in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Gabelli Equity Trust position peaked at $6.94K in Q4 2025.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.