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Guggenheim Active Alloc shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Guggenheim Active Alloc

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All positions including Guggenheim Active Alloc held by Pensionmark 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $470k 30k 15.60

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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