Guggenheim Active Alloc shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital Wealth Advisors investment in Guggenheim Active Alloc
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Quarterly reported holdings in Guggenheim Active Alloc by U.S. Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $225k | 14k | 15.60 |
| 2025-06-30 | $419k | 27k | 15.64 |
| 2025-03-31 | $404k | 27k | 15.07 |
| 2024-12-31 | $399k | 27k | 14.87 |
| 2024-09-30 | $444k | 27k | 16.55 |
| 2024-06-30 | $1.1M | 73k | 14.93 |
| 2024-03-31 | $1.4M | 95k | 14.71 |
| 2023-12-31 | $1.8M | 122k | 14.66 |
| 2023-09-30 | $1.7M | 126k | 13.50 |
| 2023-06-30 | $1.8M | 126k | 14.36 |
| 2023-03-31 | $1.7M | 120k | 14.04 |
| 2022-12-31 | $1.6M | 121k | 13.45 |
| 2022-09-30 | $1.7M | 128k | 12.89 |
| 2022-06-30 | $1.3M | 90k | 14.20 |
| 2022-03-31 | $989k | 58k | 17.13 |
More positions owned by U.S. Capital Wealth Advisors
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