AWG
GPM

Altus Wealth Group’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Altus Wealth Group’s Portfolio GPM Stock Details GPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,655
Closed -$24K – 863
2020
Q4 		$24K Buy
+3,655
New +$22.1K 0.02% 338

Other funds holding GPM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Altus Wealth Group's GPM Position: Q1 2021 in Review

Altus Wealth Group sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q1 2021, closing a stake of 3,655 shares — an estimated $24K sold.

Altus Wealth Group first reported a position in GPM in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 60 funds tracked by Wall St. Rank hold GPM as of Q1 2021.

  • Altus Wealth Group reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 3,655 Guggenheim Enhanced Equity Income Fund shares in Q1 2021, an estimated $24K.
  • Altus Wealth Group first reported a position in Guggenheim Enhanced Equity Income Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Guggenheim Enhanced Equity Income Fund position peaked at $24K in Q4 2020.
  • 60 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.