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Guggenheim Active Alloc shares owned by Larson Financial Group

Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by Larson Financial Group from 13F filings

Historical chart of Larson Financial Group investment in Guggenheim Active Alloc

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All positions including Guggenheim Active Alloc held by Larson Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Guggenheim Active Alloc by Larson Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $47k 3.0k 15.60
2025-06-30 $47k 3.0k 15.64

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Top funds holding Guggenheim Active Alloc

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Berson & Corrado Investment Advisors
Kovitz Investment Group Partners
Steward Partners Investment Advisory
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