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Guggenheim Active Alloc shares owned by Noble Wealth Management PBC

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

Historical chart of Noble Wealth Management PBC investment in Guggenheim Active Alloc

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Guggenheim Active Alloc by Noble Wealth Management PBC

Quarter filed Position value Share count Share price at filing
2025-03-31 $11k 700 15.07
2024-12-31 $10k 700 14.87

More positions owned by Noble Wealth Management PBC

Apple Stock (AAPL)
Fidelity Investment Grade Bond Etf Etf (FIGB)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Ishares Core S&p Small Cap Etf Etf (IJR)
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)
Invesco S&p Smallcap Momentum Etf Etf (XSMO)
Fidelity Enhanced Mid Cap Etf Etf (FMDE)
Spdr Gold Shares Etf (GLD)
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW)
Flaherty & Crumrine Total Retu Cef (FLC)
Angel Oak Finl Strategies Incm Com Ben Int Cef (FINS)
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)
Pimco Income Strategy Fd Ii Cef (PFN)
Invesco Qqq Trust Series I Etf (QQQ)
Ft Vest U.s. Small Cap Moderate Buffer Etf - November Etf (SNOV)

View all positions for Noble Wealth Management PBC

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