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Guggenheim Active Alloc shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in Guggenheim Active Alloc

Tip: Access up to 7 years of quarterly data

All positions including Guggenheim Active Alloc held by Nelson, Van Denburg & Campbell 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $33k 2.2k 14.71

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Active Growth Etf Etf (JGRO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)

View all positions for Nelson, Van Denburg & Campbell 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