Foundations Investment Advisors, LLC - GABELLI UTIL TR ownership

GABELLI UTIL TR's ticker is GUT and the CUSIP is 36240A101. A total of 62 filers reported holding GABELLI UTIL TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of GABELLI UTIL TR
ValueSharesWeighting
Q1 2023$1,978,227
-0.5%
276,675
+4.5%
0.07%
-10.1%
Q4 2022$1,988,445
+49.7%
264,773
+37.5%
0.08%
+36.2%
Q3 2022$1,328,000
+24.3%
192,506
+27.4%
0.06%
+28.9%
Q2 2022$1,068,000
+167.7%
151,058
+167.0%
0.04%
+200.0%
Q1 2022$399,000
+39.5%
56,585
+62.6%
0.02%
+36.4%
Q4 2021$286,000
+39.5%
34,790
+32.9%
0.01%
+22.2%
Q3 2021$205,000
-6.4%
26,187
-4.4%
0.01%
-18.2%
Q2 2021$219,000
+21.0%
27,402
+9.0%
0.01%
+10.0%
Q1 2021$181,000
-4.2%
25,139
+6.5%
0.01%
-16.7%
Q4 2020$189,000
+67.3%
23,609
+60.6%
0.01%
-52.0%
Q3 2020$113,000
-66.5%
14,697
-68.4%
0.02%
-16.7%
Q2 2020$337,00046,4890.03%
Other shareholders
GABELLI UTIL TR shareholders Q2 2021
NameSharesValueWeighting ↓
Highwater Wealth Management, LLC 22,198$154,0000.32%
Concorde Asset Management, LLC 13,066$91,0000.06%
Liberty Capital Management, Inc. 10,000$70,0000.04%
Kovack Advisors, Inc. 17,835$124,0000.03%
TCG Advisors, LP 3,546$25,0000.02%
Arete Wealth Advisors, LLC 15,330$107,0000.02%
GAMCO INVESTORS, INC. ET AL 273,044$1,898,0000.01%
First Allied Advisory Services, Inc. 33,594$233,0000.01%
Rehmann Capital Advisory Group 8,521$59,220,0000.01%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 10,800$75,0000.01%
View complete list of GABELLI UTIL TR shareholders