VFPW
GUT

Vantage Financial Partners (Wisconsin)’s Gabelli Utility Trust GUT Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q4 		$101K Sell
16,771
-739
-4% -$4.45K 0.02% 207
2025
Q3 		$106K Sell
17,510
-961
-5% -$5.78K 0.02% 212
2025
Q2 		$107K Sell
18,471
-2,588
-12% -$14K 0.02% 198
2025
Q1 		$112K Buy
21,059
+50
+0.2% +$269 0.03% 191
2024
Q4 		$106K Buy
21,009
+50
+0.2% +$259 0.03% 178
2024
Q3 		$109K Sell
20,959
-501
-2% -$2.9K 0.03% 187
2024
Q2 		$124K Buy
21,460
+44
+0.2% +$250 0.03% 146
2024
Q1 		$116K Sell
21,416
-1,277
-6% -$6.74K 0.03% 139
2023
Q4 		$120K Buy
22,693
+41
+0.2% +$230 0.04% 129
2023
Q3 		$117K Buy
22,652
+35
+0.2% +$231 0.05% 79
2023
Q2 		$149K Buy
22,617
+11,414
+102% +$77.1K 0.06% 84
2023
Q1 		$78.1K Buy
+11,203
New +$79.5K 0.03% 85

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s GUT Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Gabelli Utility Trust (GUT) stake by 4.2% in Q4 2025, selling an estimated $4.45K and leaving 16,771 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #207.

Vantage Financial Partners (Wisconsin) first reported a position in GUT in Q1 2023 and has held it in 12 quarters since. The position peaked at $149K in Q2 2023. 101 funds tracked by Wall St. Rank hold GUT as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 16,771 shares of Gabelli Utility Trust worth $101K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 739 Gabelli Utility Trust shares in Q4 2025, an estimated $4.45K.
  • Gabelli Utility Trust made up 0.02% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #207 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Gabelli Utility Trust in Q1 2023 and has held it in 12 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Gabelli Utility Trust position peaked at $149K in Q2 2023.
  • 101 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.