Guggenheim Active Alloc shares owned by Kingsview Wealth Management
Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by Kingsview Wealth Management
from 13F filings
Historical chart of Kingsview Wealth Management investment in Guggenheim Active Alloc
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All positions including Guggenheim Active Alloc held by Kingsview Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Guggenheim Active Alloc by Kingsview Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $270k | 17k | 15.60 |
| 2025-06-30 | $298k | 19k | 15.64 |
| 2025-03-31 | $295k | 20k | 15.07 |
| 2024-12-31 | $292k | 20k | 14.87 |
| 2024-09-30 | $329k | 20k | 16.55 |
| 2024-06-30 | $287k | 19k | 14.93 |
| 2024-03-31 | $266k | 18k | 14.71 |
| 2023-12-31 | $265k | 18k | 14.66 |
| 2023-09-30 | $242k | 18k | 13.50 |
| 2023-06-30 | $227k | 16k | 14.36 |
| 2023-03-31 | $148k | 11k | 14.04 |
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