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Guggenheim Active Alloc shares owned by Sanctuary Advisors

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

Historical chart of Sanctuary Advisors investment in Guggenheim Active Alloc

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Guggenheim Active Alloc by Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.8M 110k 15.98

More positions owned by Sanctuary Advisors

NVIDIA Corporation Call Option (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Value Etf (VTV)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Sanctuary Advisors

Top funds holding Guggenheim Active Alloc

Morgan Stanley
Bank of America Corporation
Guggenheim Capital, LLC Managers
Cohen & Steers Capital Management
Atlas Wealth
Advisors Asset Management
Raymond James Financial
Baird Financial
Wells Fargo & Company
Royal Bank of Canada
Pathstone Holdings
Steward Partners Investment Advisory
Sanctuary Advisors
Closed-End Fund Advisors
Kestra Advisory Services

View all funds holding Guggenheim Active Alloc