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 57 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
1,734
shares
|
$26,304
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$22,755
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
1,310
shares
|
$19,872
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
700
shares
|
$10,619
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
200
shares
|
$3,034
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
150
shares
|
$2,275
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|