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Guggenheim Active Alloc shares owned by Raymond James Financial

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

Historical chart of Raymond James Financial investment in Guggenheim Active Alloc

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

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Quarterly reported holdings in Guggenheim Active Alloc by Raymond James Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 676k 15.60
2025-06-30 $10M 650k 15.64
2025-03-31 $8.9M 593k 15.07
2024-12-31 $7.5M 507k 14.87