ZWA
GUT

Zinnia Wealth Advisory’s Gabelli Utility Trust GUT Stock Holding History

Zinnia Wealth Advisory’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 		$99.4K Buy
15,082
+65
+0.4% +$405 0.1% 95
2026
Q1 		$90.8K Sell
15,017
-4,361
-23% -$26.4K 0.1% 94
2025
Q4 		$117K Buy
+19,378
New +$117K 0.13% 90

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

Zinnia Wealth Advisory's GUT Position: Q2 2026 in Review

Zinnia Wealth Advisory increased its Gabelli Utility Trust (GUT) stake by 0.43% in Q2 2026, buying an estimated $405 and bringing the position to 15,082 shares worth $99.4K. The position accounts for 0.1% of the portfolio, ranked #95.

Zinnia Wealth Advisory first reported a position in GUT in Q4 2025 and has held it in 3 quarters since. The position peaked at $117K in Q4 2025. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Zinnia Wealth Advisory held 15,082 shares of Gabelli Utility Trust worth $99.4K as of Q2 2026.
  • Zinnia Wealth Advisory bought 65 Gabelli Utility Trust shares in Q2 2026, an estimated $405.
  • Gabelli Utility Trust made up 0.1% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #95 holding.
  • Zinnia Wealth Advisory first reported a position in Gabelli Utility Trust in Q4 2025 and has held it in 3 quarters since.
  • Zinnia Wealth Advisory's Gabelli Utility Trust position peaked at $117K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.