Plus Group Wealth Advisors LLC

SEC CIK: 0002109515
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

GUT holding history

Gabelli Utility Trust in every 13F filed by Plus Group Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GUT overview All 13F holders of GUT Full Q2 2026 holdings

Shares (Q2 2026): 187,849
Value: $1.24M
% of portfolio: 1.2%
Quarters held: 3; Since Q4 2025

Holdings of GUT by Plus Group Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	187,849	$1.24M	1.2%	+8,578+4.8%	Added	Holders
Q1 2026	179,271	$1.08M	1.2%	+1,255+0.7%	Added	Holders
Q4 2025	178,016	$1.07M	1.2%	–	No prior filing	Holders