Guggenheim Active Alloc shares owned by Stifel Financial
Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in Guggenheim Active Alloc
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Quarterly reported holdings in Guggenheim Active Alloc by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $772k | 50k | 15.60 |
| 2025-06-30 | $1.0M | 66k | 15.64 |
| 2025-03-31 | $916k | 61k | 15.07 |
| 2024-12-31 | $821k | 55k | 14.87 |
| 2024-09-30 | $907k | 55k | 16.55 |
| 2024-06-30 | $700k | 47k | 14.93 |
| 2024-03-31 | $647k | 44k | 14.71 |
| 2023-12-31 | $532k | 36k | 14.66 |
| 2023-09-30 | $354k | 26k | 13.50 |
| 2023-06-30 | $285k | 20k | 14.36 |
| 2023-03-31 | $257k | 18k | 14.04 |
| 2022-12-31 | $174k | 13k | 13.45 |
| 2022-09-30 | $148k | 12k | 12.90 |
| 2022-06-30 | $162k | 11k | 14.19 |
| 2022-03-31 | $193k | 11k | 17.11 |