Pathstone Holdings »

Guggenheim Active Alloc shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Guggenheim Active Alloc

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Guggenheim Active Alloc by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 149k 14.66

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Crowdstrike Hldgs Cl A (CRWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Amazon (AMZN)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Guggenheim Active Alloc

Royal Bank of Canada
Saba Capital Management
Guggenheim Capital, LLC Managers
Bank of America Corporation
Baird Financial
Penserra Capital Management
Wells Fargo & Company
Relative Value Partners
Berson & Corrado Investment Advisors
Advisors Asset Management
Raymond James & Associates
Pathstone Holdings
U.S. Capital Wealth Advisors
National Asset Management
AE Wealth Management

View all funds holding Guggenheim Active Alloc