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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stratos Wealth Partners's GUT Position: Q1 2026 in Review

Stratos Wealth Partners increased its Gabelli Utility Trust (GUT) stake by 53% in Q1 2026, buying an estimated $89K and bringing the position to 42,687 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Stratos Wealth Partners first reported a position in GUT in Q4 2017 and has held it in 10 quarters since. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • Stratos Wealth Partners held 42,687 shares of Gabelli Utility Trust worth $258K as of Q1 2026.
  • Stratos Wealth Partners bought 14,705 Gabelli Utility Trust shares in Q1 2026, an estimated $89K.
  • Gabelli Utility Trust made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1406 holding.
  • Stratos Wealth Partners first reported a position in Gabelli Utility Trust in Q4 2017 and has held it in 10 quarters since.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.