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 |
|---|---|---|---|---|---|
| Pathstone Holdings | 976k | $15M | 9% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 950k | $15M | 0% | Dec 2025 |
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| Advisors Asset Management | 836k | $13M | -7% | Dec 2025 |
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| Cohen & Steers Capital Management | 748k | $12M | 0% | Dec 2025 |
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| Baird Financial | 708k | $11M | 2% | Dec 2025 |
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| Raymond James Financial | 648k | $9.9M | -4% | Dec 2025 |
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| Royal Bank of Canada | 532k | $8.3M | 3% | Sep 2025 |
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| Wells Fargo & Company | 277k | $4.2M | 0% | Dec 2025 |
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| Berson & Corrado Investment Advisors | 180k | $2.8M | 5% | Dec 2025 |
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| Colony | 143k | $2.2M | 100% | Dec 2025 |
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| Steward Partners Investment Advisory | 137k | $2.1M | 14% | Dec 2025 |
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| Kestra Advisory Services | 104k | $1.6M | 6% | Dec 2025 |
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| Invesco | 78k | $1.2M | 6% | Dec 2025 |
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| Oppenheimer & Co | 71k | $1.1M | -21% | Dec 2025 |
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| Stifel Financial | 48k | $740k | -2% | Dec 2025 |
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| Golden State Equity Partners | 48k | $731k | 5% | Dec 2025 |
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| Advisor Group Holdings | 46k | $698k | -9% | Dec 2025 |
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| J.w. Cole Advisors | 39k | $333k | -1% | Dec 2025 |
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| Concurrent Investment Advisors | 37k | $559k | 0% | Dec 2025 |
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| Aviance Capital Partners | 32k | $485k | 4% | Dec 2025 |
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| Envestnet Asset Management | 32k | $483k | 11% | Dec 2025 |
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| Pensionmark Financial Group | 31k | $475k | 3% | Dec 2025 |
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| Rockefeller Capital Management | 30k | $460k | 36% | Dec 2025 |
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| Journey Strategic Wealth | 28k | $428k | 1% | Dec 2025 |
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| Marex Group | 28k | $427k | 100% | Dec 2025 |
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| Cetera Investment Advisers | 27k | $419k | 18% | Dec 2025 |
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| LPL Financial | 27k | $407k | -2% | Dec 2025 |
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| Davenport & Co | 24k | $374k | 0% | Dec 2025 |
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| Jane Street | 20k | $305k | 100% | Dec 2025 |
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| UBS Group | 19k | $294k | 3% | Dec 2025 |
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| CLS Investments | 15k | $233k | 39% | Dec 2025 |
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| Commonwealth Equity Services | 15k | $232k | 29% | Dec 2025 |
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| Cambridge Investment Research Advisors | 15k | $230k | 100% | Dec 2025 |
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| Kingsview Wealth Management | 15k | $227k | -14% | Dec 2025 |
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| MGB Wealth Management | 14k | $217k | -11% | Dec 2025 |
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| High Net Worth Advisory Group | 12k | $190k | 100% | Dec 2025 |
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| U.S. Capital Wealth Advisors | 12k | $181k | -18% | Dec 2025 |
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| Wetherby Asset Management | 11k | $175k | -52% | Sep 2025 |
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| XTX Topco | 11k | $167k | 100% | Dec 2025 |
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| Wedbush Morgan Securities | 11k | $165k | -21% | Dec 2025 |
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| SCBT Financial Corporation | 8.4k | $129k | 0% | Dec 2025 |
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| Annis Gardner Whiting Capital Advisors | 7.5k | $115k | 0% | Dec 2025 |
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| Geneos Wealth Management | 3.0k | $46k | 0% | Dec 2025 |
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| Larson Financial Group | 3.0k | $46k | 0% | Dec 2025 |
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| Noble Wealth Management PBC | 2.7k | $41k | 0% | Dec 2025 |
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| Jpmorgan Chase & Co | 2.2k | $34k | 100% | Sep 2025 |
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| TSFG | 1.7k | $27k | 0% | Dec 2025 |
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| Harbour Investments | 1.5k | $23k | 0% | Dec 2025 |
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| Blue Bell Private Wealth Management | 500.00 | $7.7k | 150% | Dec 2025 |
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| Central Trust & Investment | 1.00 | $16.000000 | 100% | Dec 2025 |
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Who sold out of Guggenheim Active Alloc?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kovitz Investment Group Partners | Sep 2025 | 160k | $2.5M |
| Creative Planning | Sep 2025 | 14k | $217k |
| Nordwand Advisors | Sep 2025 | 12k | $179k |
| Walleye Trading Advisors | Sep 2025 | 12k | $179k |
| Morse Asset Management | Sep 2025 | 1.3k | $20k |
| Goss Wealth Management | Sep 2025 | 150.00 | $2.3k |