Who owns GUGGENHEIM ACTIVE ALLOC FD?
- Ticker: GUG
- CUSIP Number: 40170t106
Tip: Access positions for across all investors
Analyze quarterly positions in Guggenheim Active Alloc with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 | 2.8M | $43M | 2% | Mar 2026 |
|
| Bank of America Corporation | 960k | $15M | 5% | Jun 2026 |
|
| Guggenheim Capital, LLC Managers | 950k | $15M | 0% | Jun 2026 |
|
| Cohen & Steers Capital Management | 863k | $14M | 2% | Jun 2026 |
|
| Atlas Wealth | 849k | $14M | 100% | Jun 2026 |
|
| Advisors Asset Management | 802k | $13M | 0% | Jun 2026 |
|
| Raymond James Financial | 781k | $13M | 10% | Jun 2026 |
|
| Baird Financial | 677k | $11M | -7% | Jun 2026 |
|
| Wells Fargo & Company | 666k | $11M | 124% | Jun 2026 |
|
| Royal Bank of Canada | 498k | $8.0M | 0% | Jun 2026 |
|
| Pathstone Holdings | 371k | $5.9M | -58% | Jun 2026 |
|
| Steward Partners Investment Advisory | 175k | $2.8M | 17% | Jun 2026 |
|
| Sanctuary Advisors | 110k | $1.8M | 100% | Jun 2026 |
|
| Kestra Advisory Services | 101k | $1.6M | 100% | Jun 2026 |
|
| Invesco | 84k | $1.3M | -1% | Jun 2026 |
|
| Closed-End Fund Advisors | 81k | $1.3M | -24% | Jun 2026 |
|
| Stifel Financial | 49k | $784k | 2% | Jun 2026 |
|
| Oppenheimer & Co | 44k | $700k | -35% | Jun 2026 |
|
| Concurrent Investment Advisors | 41k | $651k | 6% | Jun 2026 |
|
| J.w. Cole Advisors | 39k | $626k | 127% | Jun 2026 |
|
| Advisor Group Holdings | 38k | $612k | -4% | Jun 2026 |
|
| LPL Financial | 34k | $547k | -12% | Jun 2026 |
|
| Aviance Capital Partners | 33k | $526k | 4% | Jun 2026 |
|
| Pensionmark Financial Group | 33k | $495k | 0% | Jun 2026 |
|
| Citadel Advisors | 32k | $514k | 7% | Jun 2026 |
|
| HighTower Advisors | 32k | $510k | 100% | Jun 2026 |
|
| Journey Strategic Wealth | 32k | $486k | 14% | Mar 2026 |
|
| Rockefeller Capital Management | 31k | $492k | 0% | Jun 2026 |
|
| Beacon Pointe Advisors | 29k | $469k | 100% | Jun 2026 |
|
| Jane Street | 22k | $350k | 100% | Jun 2026 |
|
| Davenport & Co | 19k | $307k | -1% | Jun 2026 |
|
| UBS Group | 18k | $289k | -2% | Jun 2026 |
|
| Cetera Investment Advisers | 18k | $288k | -59% | Jun 2026 |
|
| CLS Investments | 16k | $257k | 100% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 15k | $241k | 1% | Jun 2026 |
|
| High Net Worth Advisory Group | 13k | $204k | 1% | Jun 2026 |
|
| Kingsview Wealth Management | 12k | $189k | -16% | Mar 2026 |
|
| Wedbush Morgan Securities | 12k | $198k | 14% | Jun 2026 |
|
| Envestnet Asset Management | 11k | $172k | -74% | Jun 2026 |
|
| Geneos Wealth Management | 3.0k | $48k | 0% | Jun 2026 |
|
| Larson Financial Group | 3.0k | $48k | 0% | Jun 2026 |
|
| Noble Wealth Management PBC | 2.7k | $43k | 0% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 2.1k | $34k | 100% | Jun 2026 |
|
| Harbour Investments | 1.5k | $24k | 0% | Jun 2026 |
|
| Institute For Wealth Management | 995.00 | $16k | 100% | Jun 2026 |
|
| Jpmorgan Chase & Co | 550.00 | $8.8k | 100% | Jun 2026 |
|
| Farther Finance Advisors | 357.00 | $5.7k | 0% | Jun 2026 |
|
| Highline Wealth Partners | 187.00 | $3.0k | 0% | Jun 2026 |
|
Who sold out of Guggenheim Active Alloc?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Colony | Mar 2026 | 76k | $1.2M |
| Golden State Equity Partners | Mar 2026 | 49k | $739k |
| Independent Advisor Alliance | Mar 2026 | 19k | $283k |
| U.S. Capital Wealth Advisors | Dec 2025 | 12k | $181k |
| Annis Gardner Whiting Capital Advisors | Mar 2026 | 7.5k | $114k |
| TSFG | Mar 2026 | 1.7k | $26k |