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Guggenheim Active Alloc shares owned by High Net Worth Advisory Group

Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by High Net Worth Advisory Group from 13F filings

Historical chart of High Net Worth Advisory Group investment in Guggenheim Active Alloc

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All positions including Guggenheim Active Alloc held by High Net Worth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Guggenheim Active Alloc by High Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $190k 12k 15.33

More positions owned by High Net Worth Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Capital Group Core Balanced SHS (CGBL)
Abbvie (ABBV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for High Net Worth Advisory Group

Top funds holding Guggenheim Active Alloc

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

View all funds holding Guggenheim Active Alloc