Guggenheim Active Alloc shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Guggenheim Active Alloc
Tip: Access up to 7 years of quarterly data
All positions including Guggenheim Active Alloc held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Guggenheim Active Alloc by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 121k | 15.60 |
| 2025-06-30 | $1.2M | 76k | 15.64 |
| 2025-03-31 | $463k | 31k | 15.07 |
| 2024-12-31 | $144k | 9.7k | 14.87 |
| 2024-09-30 | $82k | 5.0k | 16.55 |
| 2024-06-30 | $13k | 864 | 14.93 |
| 2024-03-31 | $13k | 864 | 14.71 |
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