TSFG »

Guggenheim Active Alloc shares owned by TSFG

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

Historical chart of TSFG investment in Guggenheim Active Alloc

Tip: Access up to 7 years of quarterly data

All positions including Guggenheim Active Alloc held by TSFG 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 TSFG

Quarter filed Position value Share count Share price at filing
2025-09-30 $27k 1.7k 15.57
2025-06-30 $27k 1.7k 15.57
2025-03-31 $26k 1.7k 14.99

More positions owned by TSFG

Ishares Russell MF Closed and MF Open (IWF)
Ishares U S MF Closed and MF Open (DYNF)
Spdr Portfolio MF Closed and MF Open (SPYV)
Abbvie Common Stock (ABBV)
Vanguard Total MF Closed and MF Open (VTI)
Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IEMG)
Technology Select MF Closed and MF Open (XLK)
Abbott Laboratories Common Stock (ABT)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Spdr Intermediate MF Closed and MF Open (SPTI)
SPDR S&P MF Closed and MF Open (SPY)
Spdr Aggregate MF Closed and MF Open (SPAB)
Invesco S&p MF Closed and MF Open (XLG)

View all positions for TSFG

Top funds holding Guggenheim Active Alloc

Morgan Stanley
Guggenheim Capital, LLC Managers
Pathstone Holdings
Advisors Asset Management
Cohen & Steers Capital Management
Baird Financial
Raymond James Financial
Royal Bank of Canada
Wells Fargo & Company
Berson & Corrado Investment Advisors
Kovitz Investment Group Partners
Steward Partners Investment Advisory
Kestra Advisory Services
Oppenheimer & Co
Invesco

View all funds holding Guggenheim Active Alloc