Who owns GUGGENHEIM ACTIVE ALLOC FD?
- Ticker: GUG
- CUSIP Number: 40170t106
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Analyze quarterly positions in Guggenheim Active Alloc with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Guggenheim Active Alloc stock
Who bought or sold GUGGENHEIM ACTIVE ALLOC FD this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 2.6M | $40M | 100% | Jun 2025 |
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| Guggenheim Capital, LLC Managers | 950k | $15M | 0% | Sep 2025 |
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| Pathstone Holdings | 898k | $14M | 16% | Sep 2025 |
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| Advisors Asset Management | 895k | $14M | 12% | Sep 2025 |
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| Cohen & Steers Capital Management | 748k | $12M | 1% | Sep 2025 |
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| Baird Financial | 692k | $11M | -11% | Sep 2025 |
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| Raymond James Financial | 676k | $11M | 4% | Sep 2025 |
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| Royal Bank of Canada | 532k | $8.3M | 3% | Sep 2025 |
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| Wells Fargo & Company | 276k | $4.3M | 8% | Sep 2025 |
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| Berson & Corrado Investment Advisors | 172k | $2.7M | 3% | Sep 2025 |
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| Kovitz Investment Group Partners | 160k | $2.5M | -13% | Sep 2025 |
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| Steward Partners Investment Advisory | 121k | $1.9M | 59% | Sep 2025 |
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| Kestra Advisory Services | 99k | $1.5M | 2% | Sep 2025 |
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| Oppenheimer & Co | 90k | $1.4M | -2% | Sep 2025 |
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| Invesco | 74k | $1.2M | 23% | Sep 2025 |
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| Advisor Group Holdings | 50k | $793k | -4% | Sep 2025 |
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| Stifel Financial | 50k | $772k | -25% | Sep 2025 |
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| Golden State Equity Partners | 45k | $707k | 14% | Sep 2025 |
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| J.w. Cole Advisors | 39k | $615k | 3% | Sep 2025 |
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| Concurrent Investment Advisors | 36k | $566k | 30% | Sep 2025 |
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| Aviance Capital Partners | 31k | $475k | 6% | Sep 2025 |
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| Pensionmark Financial Group | 30k | $470k | 100% | Sep 2025 |
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| Envestnet Asset Management | 29k | $444k | -12% | Sep 2025 |
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| Journey Strategic Wealth | 28k | $430k | 0% | Sep 2025 |
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| LPL Financial | 27k | $423k | 9% | Sep 2025 |
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| Davenport & Co | 24k | $380k | 1% | Sep 2025 |
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| Cetera Investment Advisers | 23k | $360k | 6% | Sep 2025 |
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| Rockefeller Capital Management | 22k | $345k | 2% | Sep 2025 |
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| UBS Group | 19k | $290k | -68% | Sep 2025 |
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| Kingsview Wealth Management | 17k | $270k | -9% | Sep 2025 |
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| MGB Wealth Management | 16k | $248k | 46% | Sep 2025 |
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| U.S. Capital Wealth Advisors | 14k | $225k | -46% | Sep 2025 |
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| Creative Planning | 14k | $217k | 100% | Sep 2025 |
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| Wedbush Morgan Securities | 14k | $212k | -10% | Sep 2025 |
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| Commonwealth Equity Services | 12k | $183k | -3% | Sep 2025 |
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| Nordwand Advisors | 12k | $179k | 0% | Sep 2025 |
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| Walleye Trading Advisors | 12k | $179k | -29% | Sep 2025 |
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| Wetherby Asset Management | 11k | $175k | -52% | Sep 2025 |
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| CLS Investments | 11k | $170k | -5% | Sep 2025 |
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| SCBT Financial Corporation | 8.4k | $131k | 0% | Sep 2025 |
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| Annis Gardner Whiting Capital Advisors | 7.5k | $117k | 0% | Sep 2025 |
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| Geneos Wealth Management | 3.0k | $47k | 0% | Sep 2025 |
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| Larson Financial Group | 3.0k | $47k | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 2.2k | $34k | 300% | Sep 2025 |
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| TSFG | 1.7k | $27k | 0% | Sep 2025 |
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| Harbour Investments | 1.5k | $23k | 0% | Sep 2025 |
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| Morse Asset Management | 1.3k | $20k | 100% | Sep 2025 |
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| Blue Bell Private Wealth Management | 200.00 | $3.1k | 0% | Sep 2025 |
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| Goss Wealth Management | 150.00 | $2.3k | 100% | Sep 2025 |
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Who sold out of Guggenheim Active Alloc?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| HighTower Advisors | Jun 2025 | 29k | $448k |
| Northwestern Mutual Wealth Management Company | Jun 2025 | 1.5k | $24k |
| Elequin Capital | Jun 2025 | 808.00 | $13k |