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Guggenheim Active Alloc shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Guggenheim Active Alloc

Tip: Access up to 7 years of quarterly data

All positions including Guggenheim Active Alloc held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Guggenheim Active Alloc by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $405k 24k 16.55
2024-06-30 $338k 23k 14.93
2024-03-31 $394k 27k 14.71
2023-03-31 $191k 14k 14.04

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Guggenheim Active Alloc

Morgan Stanley
Guggenheim Capital, LLC Managers
Cohen & Steers Capital Management
Bank of America Corporation
Royal Bank of Canada
Advisors Asset Management
Penserra Capital Management
Atlas Wealth
Wells Fargo & Company
Raymond James & Associates
Pathstone Holdings
Raymond James Financial Services Advisors
Berson & Corrado Investment Advisors
National Asset Management
Oppenheimer & Co

View all funds holding Guggenheim Active Alloc