Zinnia Wealth Advisory, LLC

Position in GAB — Gabelli Equity Trust Inc

CIK 2073676 Ocala, FL

Position in GAB

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$367,339

+$11,711 QoQ

Shares Held

64,901

+2.2% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#78

of 223 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Zinnia Wealth Advisory, LLC holds $651,899 across 3 Asset Management names. GAB ranks #1 (56.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GAB	Gabelli Equity Trust Inc This page	64,901	$367,339
2	IIM	Invesco Value Municipal Income Trust	14,546	$185,170
3	GUT	Gabelli Utility Trust	15,082	$99,390

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$367,339	64,901	+2.2%	Shares	Sole	2026-07-30
2026-03-31	$355,628	63,505	+1.1%	Shares	Sole	2026-05-08
2025-12-31	$387,524	62,808	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.