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Guggenheim Active Alloc shares owned by Raymond James Financial Services Advisors

Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by Raymond James Financial Services Advisors from 13F filings

Historical chart of Raymond James Financial Services Advisors investment in Guggenheim Active Alloc

Tip: Access up to 7 years of quarterly data

All positions including Guggenheim Active Alloc held by Raymond James Financial Services Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Guggenheim Active Alloc by Raymond James Financial Services Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 86k 14.71
2023-12-31 $492k 34k 14.66
2023-09-30 $239k 18k 13.50
2023-06-30 $208k 15k 14.36
2023-03-31 $182k 13k 14.04

More positions owned by Raymond James Financial Services Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Vanguard Index Fds Value Etf (VTV)
Home Depot (HD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Raymond James Financial Services 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