Institutional Ownership Guggenheim Active Allocation Fund (GUG)
This table provides information about the institutional ownership of Guggenheim Active Allocation Fund (GUG). We have compiled data on the 60 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,500
shares
|
$23,385
0.0% of portfolio
|
Q2 2022
New holding
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,500
shares
|
$23,385
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$15,590
0.0% of portfolio
|
Q1 2025
New holding
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
800
shares
|
$12,472
0.0% of portfolio
|
Q1 2025
New holding
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
700
shares
|
$10,913
0.01% of portfolio
|
Q4 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
550
shares
|
$8,574
0.0% of portfolio
|
Q1 2025
Reduced 87.36%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
124
shares
|
$1,933
0.0% of portfolio
|
Q1 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|