Zinnia Wealth Advisory, LLC

Position in GUT — Gabelli Utility Trust

CIK 2073676 Ocala, FL

Position in GUT

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$90,852

-$25,997 QoQ

Shares Held

15,017

-22.5% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Zinnia Wealth Advisory, LLC holds $620,088 across 3 Asset Management names. GUT ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GAB	Gabelli Equity Trust Inc	63,505	$355,628
2	IIM	Invesco Value Municipal Income Trust	14,277	$173,608
3	GUT	Gabelli Utility Trust This page	15,017	$90,852

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$90,852	15,017	-22.5%	Shares	Sole	2026-05-08
2025-12-31	$116,849	19,378	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.