Arete Wealth Advisors’s Guggenheim Active Allocation Fund GUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $231K | Buy |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $326K | Buy |
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|
2024
Q1 | $309K | Buy |
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|
2023
Q4 | $305K | Sell |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $297K | Buy |
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|
2022
Q4 | $141M | Buy |
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|
2022
Q3 | $132K | Buy |
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|
2022
Q2 | $142K | Buy |
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