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Guggenheim Active Alloc shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Guggenheim Active Alloc

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Guggenheim Active Alloc by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $423k 27k 15.60
2025-06-30 $388k 25k 15.64
2025-03-31 $370k 25k 15.07
2024-12-31 $298k 20k 14.87
2024-06-30 $166k 11k 14.93
2022-12-31 $143k 11k 13.45

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Top funds holding Guggenheim Active Alloc

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

View all funds holding Guggenheim Active Alloc