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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

Jul 2022Jan 2023Jul 2023Jan 2024Jul 20240.5M1M1.5M50k100k
Value ($)Share countHistorical GUG position of U.S. Capital Wealth … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Guggenheim Active Alloc held by U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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