Atria Wealth Solutions’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

Atria Wealth Solutions’s Portfolio GBAB Stock Details GBAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,189	Closed	-$355K	–	2020
2024 Q3	$355K	Buy	20,189 +4,228	+26%	+$72.7K	﹤0.01%	1409
2024 Q2	$254K	Buy	15,961 +619	+4%	+$9.9K	﹤0.01%	1612
2024 Q1	$249K	Buy	+15,342	New	+$253K	﹤0.01%	1683
2022 Q4	–	Sell	-10,060	Closed	-$155K	–	1821
2022 Q3	$155K	Buy	+10,060	New	+$179K	﹤0.01%	1588

Other funds holding GBAB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Atria Wealth Solutions's GBAB Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q4 2024, closing a stake of 20,189 shares — an estimated $355K sold.

Atria Wealth Solutions first reported a position in GBAB in Q3 2022 and held it in 4 quarters. The position peaked at $355K in Q3 2024. 72 funds tracked by Wall St. Rank hold GBAB as of Q4 2024.

Atria Wealth Solutions reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 20,189 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q4 2024, an estimated $355K.
Atria Wealth Solutions first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q3 2022 and held it in 4 quarters.
Atria Wealth Solutions's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $355K in Q3 2024.
72 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.