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icono de GUG

Guggenheim Active Allocation Fund
GUG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
World Investment Advisors
26
World Investment Advisors
California
USD 495 k – – –
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
USD 492 k +USD 2.37 k +150 +0.5%
Beacon Pointe Advisors
28
Beacon Pointe Advisors
California
USD 469 k +USD 464 k +29,342 Nuevas
Jane Street
29
Jane Street
New York
USD 350 k +USD 346 k +21,882 Nuevas
Davenport & Co
30
Davenport & Co
Virginia
USD 307 k -USD 4.17 k -264 -1%
UBS Group
31
UBS Group
Switzerland
USD 289 k -USD 7 k -443 -2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
USD 288 k -USD 406 k -25,681 -59%
Brinker Capital Investments
33
Brinker Capital Investments
Pennsylvania
USD 257 k +USD 254 k +16,059 Nuevas
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
USD 241 k +USD 1.45 k +92 +0.6%
HNWAG
35
High Net Worth Advisory Group
Florida
USD 204 k +USD 2.84 k +180 +1%
Wedbush Securities
36
Wedbush Securities
California
USD 198 k +USD 24.5 k +1,550 +14%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
USD 172 k -USD 474 k -29,994 -74%
Geneos Wealth Management
38
Geneos Wealth Management
Colorado
USD 47.9 k – – –
Larson Financial Group
39
Larson Financial Group
Missouri
USD 47.9 k – – –
NWMP
40
Noble Wealth Management PBC
Colorado
USD 43.1 k – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
USD 33.6 k +USD 33.2 k +2,101 Nuevas
Harbour Investments
42
Harbour Investments
Wisconsin
USD 24 k – – –
Institute for Wealth Management
43
Institute for Wealth Management
Colorado
USD 15.9 k +USD 15.7 k +995 Nuevas
JP Morgan Chase
44
JP Morgan Chase
New York
USD 8.77 k – – –
Farther Finance Advisors
45
Farther Finance Advisors
California
USD 5.7 k – – –
HWP
46
Highline Wealth Partners
California
USD 2.99 k – – –
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
– -USD 1.15 M -75,699 Cerradas
GSEP
48
Golden State Equity Partners
California
– -USD 739 k -48,577 Cerradas
Independent Advisor Alliance
49
Independent Advisor Alliance
North Carolina
– -USD 283 k -18,590 Cerradas
Kingsview Wealth Management
50
Kingsview Wealth Management
Oregon
– -USD 189 k -12,395 Cerradas
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