Wealth Enhancement Advisory Services
GUT icon

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
Q3 		$395K Buy
65,604
+28,004
+74% +$179K ﹤0.01% 3063
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Plus Group Wealth Advisors
Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's GUT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Gabelli Utility Trust (GUT) stake by 74% in Q3 2026, buying an estimated $179K and bringing the position to 65,604 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #3063.

Wealth Enhancement Advisory Services first reported a position in GUT in Q3 2023 and has held it in 13 quarters since. The position peaked at $492K in Q4 2024. 57 funds tracked by Wall St. Rank hold GUT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 65,604 shares of Gabelli Utility Trust worth $395K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 28,004 Gabelli Utility Trust shares in Q3 2026, an estimated $179K.
  • Gabelli Utility Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3063 holding.
  • Wealth Enhancement Advisory Services first reported a position in Gabelli Utility Trust in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Gabelli Utility Trust position peaked at $492K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.