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Guggenheim Active Alloc shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Guggenheim Active Alloc

Tip: Access up to 7 years of quarterly data

All positions including Guggenheim Active Alloc held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Guggenheim Active Alloc by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $595k 41k 14.69
2023-12-31 $559k 38k 14.66
2023-09-30 $302k 22k 13.50
2023-06-30 $399k 28k 14.36
2023-03-31 $392k 28k 14.04
2022-12-31 $252k 19k 13.45

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for J.w. Cole Advisors

Top funds holding Guggenheim Active Alloc

Morgan Stanley
Guggenheim Capital, LLC Managers
Cohen & Steers Capital Management
Bank of America Corporation
Royal Bank of Canada
Baird Financial
Wells Fargo & Company
Relative Value Partners
Pathstone Holdings
Berson & Corrado Investment Advisors
Advisors Asset Management
Raymond James & Associates
Saba Capital Management
National Asset Management
U.S. Capital Wealth Advisors

View all funds holding Guggenheim Active Alloc