Purchases and Sales Made in Q4 2025 in Guggenheim Active Allocation Fund (GUG)
This table provides information about the institutional ownership of Guggenheim Active Allocation Fund (GUG) during Q4 2025. The information is specifically focused on institutions that hold shares of Guggenheim Active Allocation Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
12.4KNew |
$188K - $201K
|
12.4K
$188K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
36+ 0.15% |
$546 - $584
|
24.4K
$370K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.6K- 18.05% |
$39.4K - $42.2K
|
11.8K
$179K
|