SOA Wealth Advisors’s Gabelli Utility Trust GUT Stock Holding History

SOA Wealth 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	$791	Hold	120	–	–	﹤0.01%	811
2026 Q1	$726	Hold	120	–	–	﹤0.01%	765
2025 Q4	$724	Hold	120	–	–	﹤0.01%	764
2025 Q3	$728	Hold	120	–	–	﹤0.01%	783
2025 Q2	$696	Hold	120	–	–	﹤0.01%	772
2025 Q1	$641	Hold	120	–	–	﹤0.01%	773
2024 Q4	$604	Hold	120	–	–	﹤0.01%	768
2024 Q3	$624	Sell	120 -3	-2%	-$17	﹤0.01%	740
2024 Q2	$710	Hold	123	–	–	﹤0.01%	746
2024 Q1	$666	Hold	123	–	–	﹤0.01%	793
2023 Q4	$650	Hold	123	–	–	﹤0.01%	785
2023 Q3	$636	Hold	123	–	–	﹤0.01%	807
2023 Q2	$814	Hold	123	–	–	﹤0.01%	797
2023 Q1	$858	Hold	123	–	–	﹤0.01%	803
2022 Q4	$901	Hold	123	–	–	﹤0.01%	801
2022 Q3	$0	Hold	123	–	–	﹤0.01%	882
2022 Q2	$0	Hold	123	–	–	﹤0.01%	894
2022 Q1	$0	Hold	123	–	–	﹤0.01%	941
2021 Q4	$0	Hold	123	–	–	﹤0.01%	917
2021 Q3	$0	Hold	123	–	–	﹤0.01%	930
2021 Q2	$0	Hold	123	–	–	﹤0.01%	903
2021 Q1	$0	Hold	123	–	–	﹤0.01%	851
2020 Q4	$0	Buy	+123	New	+$929	﹤0.01%	827

Other funds holding GUT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

SOA Wealth Advisors held its Gabelli Utility Trust (GUT) position steady in Q2 2026 at 120 shares worth $791. The position accounts for ﹤0.01% of the portfolio, ranked #811.

SOA Wealth Advisors first reported a position in GUT in Q4 2020 and has held it in 23 quarters since. The position peaked at $901 in Q4 2022. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

SOA Wealth Advisors held 120 shares of Gabelli Utility Trust worth $791 as of Q2 2026.
SOA Wealth Advisors left its Gabelli Utility Trust share count unchanged in Q2 2026.
Gabelli Utility Trust made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #811 holding.
SOA Wealth Advisors first reported a position in Gabelli Utility Trust in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Gabelli Utility Trust position peaked at $901 in Q4 2022.
98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

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