Wealth Enhancement Advisory Services
GUT

Wealth Enhancement Advisory Services’s Gabelli Utility Trust GUT Stock Holding History

Wealth Enhancement Advisory Services’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 		$258K Buy
37,600
+9,818
+35% +$61.2K ﹤0.01% 3345
2026
Q1 		$166K Sell
27,782
-38,207
-58% -$231K ﹤0.01% 3200
2025
Q4 		$402K Buy
65,989
+4,619
+8% +$27.8K ﹤0.01% 2651
2025
Q3 		$371K Sell
61,370
-4,918
-7% -$29.6K ﹤0.01% 2608
2025
Q2 		$390K Buy
66,288
+4,715
+8% +$25.5K ﹤0.01% 2410
2025
Q1 		$329K Sell
61,573
-36,216
-37% -$195K ﹤0.01% 2376
2024
Q4 		$492K Buy
97,789
+51,929
+113% +$269K ﹤0.01% 2004
2024
Q3 		$238K Sell
45,860
-1,094
-2% -$6.32K ﹤0.01% 2334
2024
Q2 		$271K Buy
46,954
+9,285
+25% +$52.7K ﹤0.01% 2054
2024
Q1 		$204K Buy
37,669
+5,320
+16% +$28.1K ﹤0.01% 2187
2023
Q4 		$171K Buy
32,349
+5,077
+19% +$28.5K ﹤0.01% 2114
2023
Q3 		$141K Buy
+27,272
New +$180K ﹤0.01% 2058

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

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

Wealth Enhancement Advisory Services increased its Gabelli Utility Trust (GUT) stake by 35% in Q2 2026, buying an estimated $61.2K and bringing the position to 37,600 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #3345.

Wealth Enhancement Advisory Services first reported a position in GUT in Q3 2023 and has held it in 12 quarters since. The position peaked at $492K in Q4 2024. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 37,600 shares of Gabelli Utility Trust worth $258K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 9,818 Gabelli Utility Trust shares in Q2 2026, an estimated $61.2K.
  • Gabelli Utility Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3345 holding.
  • Wealth Enhancement Advisory Services first reported a position in Gabelli Utility Trust in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Gabelli Utility Trust position peaked at $492K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

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