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Guggenheim Active Alloc shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Guggenheim Active Alloc

Tip: Access up to 7 years of quarterly data

All positions including Guggenheim Active Alloc held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Guggenheim Active Alloc by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $283k 19k 15.22
2024-12-31 $240k 16k 14.87

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View all positions for Independent Advisor Alliance

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