Wealth Enhancement Advisory Services’s Gabelli Equity Trust GAB Stock Holding History

Wealth Enhancement Advisory Services’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	$445K	Buy	78,865 +35,088	+80%	+$196K	﹤0.01%	2799
2026 Q1	$234K	Sell	43,777 -39,497	-47%	-$237K	﹤0.01%	3005
2025 Q4	$515K	Buy	83,274 +2,519	+3%	+$15.3K	﹤0.01%	2454
2025 Q3	$490K	Sell	80,755 -18,519	-19%	-$111K	﹤0.01%	2385
2025 Q2	$589K	Sell	99,274 -2,510	-2%	-$14K	﹤0.01%	2108
2025 Q1	$561K	Sell	101,784 -38,397	-27%	-$212K	﹤0.01%	1978
2024 Q4	$754K	Buy	140,181 +52,691	+60%	+$292K	﹤0.01%	1712
2024 Q3	$480K	Sell	87,490 -3,190	-4%	-$17.2K	﹤0.01%	1854
2024 Q2	$472K	Buy	90,680 +29,816	+49%	+$161K	﹤0.01%	1680
2024 Q1	$336K	Buy	60,864 +9,245	+18%	+$48.9K	﹤0.01%	1842
2023 Q4	$262K	Sell	51,619 -4,379	-8%	-$21.9K	﹤0.01%	1905
2023 Q3	$287K	Buy	+55,998	New	+$308K	﹤0.01%	1769

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

Wealth Enhancement Advisory Services's GAB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Gabelli Equity Trust (GAB) stake by 80% in Q2 2026, buying an estimated $196K and bringing the position to 78,865 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #2799.

Wealth Enhancement Advisory Services first reported a position in GAB in Q3 2023 and has held it in 12 quarters since. The position peaked at $754K in Q4 2024. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Wealth Enhancement Advisory Services held 78,865 shares of Gabelli Equity Trust worth $445K as of Q2 2026.
Wealth Enhancement Advisory Services bought 35,088 Gabelli Equity Trust shares in Q2 2026, an estimated $196K.
Gabelli Equity Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2799 holding.
Wealth Enhancement Advisory Services first reported a position in Gabelli Equity Trust in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Gabelli Equity Trust position peaked at $754K in Q4 2024.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.