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Guggenheim Active Alloc shares owned by Kingsview Wealth Management

Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by Kingsview Wealth Management from 13F filings

Historical chart of Kingsview Wealth Management investment in Guggenheim Active Alloc

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All positions including Guggenheim Active Alloc held by Kingsview Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Guggenheim Active Alloc by Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $266k 18k 14.71
2023-12-31 $265k 18k 14.66
2023-09-30 $242k 18k 13.50
2023-06-30 $227k 16k 14.36
2023-03-31 $148k 11k 14.04

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Amazon (AMZN)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Northern Lts Fd Tr Iv Monarch Sel Subs
Northern Lts Fd Tr Iv Monarch Vol Fact
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Kingsview Wealth Management

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