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Guggenheim Active Alloc shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Guggenheim Active Alloc

Tip: Access up to 7 years of quarterly data

All positions including Guggenheim Active Alloc held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Guggenheim Active Alloc by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $469k 29k 15.98

More positions owned by Beacon Pointe Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation Call Option (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Lennox International (LII)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl A Call Option (GOOGL)

View all positions for Beacon Pointe Advisors

Top funds holding Guggenheim Active Alloc

Morgan Stanley
Bank of America Corporation
Guggenheim Capital, LLC Managers
Cohen & Steers Capital Management
Atlas Wealth
Advisors Asset Management
Raymond James Financial
Baird Financial
Wells Fargo & Company
Royal Bank of Canada
Pathstone Holdings
Steward Partners Investment Advisory
Sanctuary Advisors
Kestra Advisory Services
Invesco

View all funds holding Guggenheim Active Alloc