Kingsview Wealth Management, LLC Guggenheim Active Allocation Fund Call Options Transaction History

Kingsview Wealth Management, LLC

$5.76 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding GUG

# of Institutions

56

Shares Held

10.9M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.78M
Shares

$42.1 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

950K
Shares

$14.4 Million
0.11% of portfolio
Pathstone Holdings, LLC Englewood, NJ

898K
Shares

$13.6 Million
0.05% of portfolio
Advisors Asset Management, Inc. Monument, CO

895K
Shares

$13.6 Million
0.25% of portfolio
Cohen & Steers, Inc. New York, NY

748K
Shares

$11.3 Million
0.02% of portfolio

About Guggenheim Active Allocation Fund

Ticker GUG
Exchange NYSE
Sector ETFs
Industry ETFs

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