SOA Wealth Advisors’s Gabelli Equity Trust GAB Stock Holding History

SOA Wealth Advisors’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	$6.79K	Hold	1,200	–	–	﹤0.01%	668
2026 Q1	$6.72K	Hold	1,200	–	–	﹤0.01%	634
2025 Q4	$7.4K	Hold	1,200	–	–	﹤0.01%	630
2025 Q3	$7.31K	Hold	1,200	–	–	﹤0.01%	642
2025 Q2	$6.98K	Hold	1,200	–	–	﹤0.01%	630
2025 Q1	$6.61K	Hold	1,200	–	–	﹤0.01%	611
2024 Q4	$6.46K	Hold	1,200	–	–	﹤0.01%	594
2024 Q3	$6.59K	Hold	1,200	–	–	﹤0.01%	581
2024 Q2	$6.24K	Hold	1,200	–	–	﹤0.01%	585
2024 Q1	$6.62K	Hold	1,200	–	–	﹤0.01%	586
2023 Q4	$6.1K	Hold	1,200	–	–	﹤0.01%	581
2023 Q3	$6.16K	Hold	1,200	–	–	﹤0.01%	582
2023 Q2	$6.96K	Hold	1,200	–	–	﹤0.01%	574
2023 Q1	$6.89K	Hold	1,200	–	–	﹤0.01%	578
2022 Q4	$6.58K	Hold	1,200	–	–	﹤0.01%	575
2022 Q3	$6K	Hold	1,200	–	–	﹤0.01%	581
2022 Q2	$7K	Hold	1,200	–	–	﹤0.01%	547
2022 Q1	$8K	Hold	1,200	–	–	﹤0.01%	618
2021 Q4	$8K	Hold	1,200	–	–	﹤0.01%	601
2021 Q3	$7K	Hold	1,200	–	–	﹤0.01%	639
2021 Q2	$8K	Sell	1,200 -574	-32%	-$4.02K	﹤0.01%	607
2021 Q1	$11K	Buy	1,774 +546	+44%	+$3.49K	﹤0.01%	496
2020 Q4	$7K	Buy	+1,228	New	+$7.08K	﹤0.01%	561

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

SOA Wealth Advisors's GAB Position: Q2 2026 in Review

SOA Wealth Advisors held its Gabelli Equity Trust (GAB) position steady in Q2 2026 at 1,200 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

SOA Wealth Advisors first reported a position in GAB in Q4 2020 and has held it in 23 quarters since. The position peaked at $11K in Q1 2021. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

SOA Wealth Advisors held 1,200 shares of Gabelli Equity Trust worth $6.79K as of Q2 2026.
SOA Wealth Advisors left its Gabelli Equity Trust share count unchanged in Q2 2026.
Gabelli Equity Trust made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #668 holding.
SOA Wealth Advisors first reported a position in Gabelli Equity Trust in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Gabelli Equity Trust position peaked at $11K in Q1 2021.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.