SWP
GUT

Stratos Wealth Partners’s Gabelli Utility Trust GUT Stock Holding History

Stratos Wealth 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
Q2 		$304K Buy
46,112
+3,425
+8% +$21.3K ﹤0.01% 1396
2026
Q1 		$258K Buy
42,687
+14,705
+53% +$89K ﹤0.01% 1406
2025
Q4 		$169K Sell
27,982
-8,462
-23% -$50.9K ﹤0.01% 1523
2025
Q3 		$221K Sell
36,444
-1,931
-5% -$11.6K ﹤0.01% 1415
2025
Q2 		$223K Buy
38,375
+21,955
+134% +$119K ﹤0.01% 1282
2025
Q1 		$87.7K Buy
16,420
+3,180
+24% +$17.1K ﹤0.01% 1323
2024
Q4 		$66.6K Hold
13,240
– – ﹤0.01% 1414
2024
Q3 		$68.8K Sell
13,240
-195
-1% -$1.13K ﹤0.01% 1402
2024
Q2 		$77.5K Buy
+13,435
New +$76.3K ﹤0.01% 1333
2018
Q4 		– Sell
-422
Closed -$2K – 1511
2018
Q3 		$2K Buy
+422
New +$2.41K ﹤0.01% 2697
2018
Q1 		– Sell
-1,436
Closed -$10K – 3155
2017
Q4 		$10K Buy
+1,436
New +$9.9K ﹤0.01% 2158

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Stratos Wealth Partners's GUT Position: Q2 2026 in Review

Stratos Wealth Partners increased its Gabelli Utility Trust (GUT) stake by 8% in Q2 2026, buying an estimated $21.3K and bringing the position to 46,112 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Stratos Wealth Partners first reported a position in GUT in Q4 2017 and has held it in 11 quarters since. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Stratos Wealth Partners held 46,112 shares of Gabelli Utility Trust worth $304K as of Q2 2026.
  • Stratos Wealth Partners bought 3,425 Gabelli Utility Trust shares in Q2 2026, an estimated $21.3K.
  • Gabelli Utility Trust made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1396 holding.
  • Stratos Wealth Partners first reported a position in Gabelli Utility Trust in Q4 2017 and has held it in 11 quarters since.
  • 98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.