Wedbush Securities
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Wedbush Securities’s Gabelli Utility Trust GUT Stock Holding History

Wedbush Securities’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 		$590K Buy
103,673
+6,087
+6% +$39K 0.01% 660
2026
Q2 		$643K Buy
97,586
+3,499
+4% +$21.8K 0.02% 635
2026
Q1 		$569K Buy
94,087
+19,732
+27% +$119K 0.02% 641
2025
Q4 		$448K Buy
74,355
+27,240
+58% +$164K 0.01% 717
2025
Q3 		$286K Buy
47,115
+7,450
+19% +$44.8K 0.01% 882
2025
Q2 		$230K Buy
39,665
+11,250
+40% +$60.9K 0.01% 976
2025
Q1 		$152K Sell
28,415
-7,000
-20% -$37.6K 0.01% 1032
2024
Q4 		$178K Buy
+35,415
New +$184K 0.01% 1048
2024
Q3 		– Sell
-12,953
Closed -$75K – 1170
2024
Q2 		$75K Sell
12,953
-3,720
-22% -$21.1K ﹤0.01% 1155
2024
Q1 		$90K Hold
16,673
– – ﹤0.01% 1186
2023
Q4 		$88K Sell
16,673
-2,154
-11% -$12.1K ﹤0.01% 1044
2023
Q3 		$97K Sell
18,827
-2,257
-11% -$14.9K ﹤0.01% 996
2023
Q2 		$139K Buy
21,084
+4,411
+26% +$29.8K 0.01% 981
2023
Q1 		$116K Buy
+16,673
New +$118K 0.01% 1005

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Pines Wealth Management
Pines Wealth Management Southern Pines, North Carolina $352M AUM 25.51% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Wedbush Securities's GUT Position: Q3 2026 in Review

Wedbush Securities increased its Gabelli Utility Trust (GUT) stake by 6.2% in Q3 2026, buying an estimated $39K and bringing the position to 103,673 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #660.

Wedbush Securities first reported a position in GUT in Q1 2023 and has held it in 14 quarters since. The position peaked at $643K in Q2 2026. 39 funds tracked by Wall St. Rank hold GUT as of Q3 2026.

  • Wedbush Securities held 103,673 shares of Gabelli Utility Trust worth $590K as of Q3 2026.
  • Wedbush Securities bought 6,087 Gabelli Utility Trust shares in Q3 2026, an estimated $39K.
  • Gabelli Utility Trust made up 0.01% of Wedbush Securities's portfolio in Q3 2026, its #660 holding.
  • Wedbush Securities first reported a position in Gabelli Utility Trust in Q1 2023 and has held it in 14 quarters since.
  • Wedbush Securities's Gabelli Utility Trust position peaked at $643K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.