B. Riley Wealth Management’s Guggenheim Active Allocation Fund GUG Stock Holding History

B. Riley Wealth Management’s Portfolio GUG Stock Details GUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$304K	Buy	+21,374	New	+$332K	0.03%	424

Other funds holding GUG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

H6H

Hightower 6M Holding Wichita, Kansas $1.11B AUM

B. Riley Wealth Management's GUG Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Guggenheim Active Allocation Fund (GUG) in Q2 2022: 21,374 shares worth $304K. The stake represents 0.03% of the portfolio and ranks #424 among its holdings.

22 funds tracked by Wall St. Rank hold GUG as of Q2 2022.

B. Riley Wealth Management held 21,374 shares of Guggenheim Active Allocation Fund worth $304K as of Q2 2022.
Guggenheim Active Allocation Fund was a new B. Riley Wealth Management position in Q2 2022.
Guggenheim Active Allocation Fund made up 0.03% of B. Riley Wealth Management's portfolio in Q2 2022, its #424 holding.
22 funds tracked by Wall St. Rank held Guggenheim Active Allocation Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.