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Guggenheim Active Alloc shares owned by Highline Wealth Partners

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

Historical chart of Highline Wealth Partners investment in Guggenheim Active Alloc

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

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Quarterly reported holdings in Guggenheim Active Alloc by Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.8k 187 15.22

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JPMorgan Ultra-Short Income ETF Etf (JPST)
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Nvidia Corporation Stock (NVDA)
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iShares Core MSCI EAFE ETF Etf (IEFA)
Apple Inc Com/Inv Stock (AAPL)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Invesco Nasdaq 100 Etf Etf (QQQM)
iShares 5-10 Year Investment Grade Corporate Bond ETF Etf (IGIB)
Vanguard Russell 1000 Value ETF Etf (VONV)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Tesla Stock (TSLA)
iShares U.S. Treasury Bond ETF Etf (GOVT)

View all positions for Highline Wealth Partners

Top funds holding Guggenheim Active Alloc

Morgan Stanley
Guggenheim Capital, LLC Managers
Bank of America Corporation
Pathstone Holdings
Advisors Asset Management
Cohen & Steers Capital Management
Baird Financial
Raymond James Financial
Royal Bank of Canada
Wells Fargo & Company
Steward Partners Investment Advisory
Colony
Closed-End Fund Advisors
Invesco
Oppenheimer & Co

View all funds holding Guggenheim Active Alloc