Steward Partners Investment Advisory »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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