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Guggenheim Active Alloc shares owned by MGB Wealth Management

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

Historical chart of MGB Wealth Management investment in Guggenheim Active Alloc

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Guggenheim Active Alloc by MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $248k 16k 15.60
2025-06-30 $171k 11k 15.65
2025-03-31 $358k 24k 14.91
2024-12-31 $179k 12k 14.91
2024-09-30 $185k 11k 16.40
2024-06-30 $174k 11k 15.44