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Guggenheim Active Alloc shares owned by Goss Wealth Management

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

Historical chart of Goss Wealth Management investment in Guggenheim Active Alloc

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Guggenheim Active Alloc by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3k 150 15.60
2024-06-30 $32k 2.1k 14.93

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard S&p MF Closed and MF Open (VOO)
Broadcom Common Stock (AVGO)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares S&p MF Closed and MF Open (IVW)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Meta Platforms Common Stock (META)

View all positions for Goss Wealth Management

Top funds holding Guggenheim Active Alloc

Morgan Stanley
Guggenheim Capital, LLC Managers
Pathstone Holdings
Advisors Asset Management
Cohen & Steers Capital Management
Baird Financial
Raymond James Financial
Royal Bank of Canada
Wells Fargo & Company
Berson & Corrado Investment Advisors
Kovitz Investment Group Partners
Steward Partners Investment Advisory
Kestra Advisory Services
Oppenheimer & Co
Invesco

View all funds holding Guggenheim Active Alloc