Cambridge Investment Research Advisors
GUG

Cambridge Investment Research Advisors’s Guggenheim Active Allocation Fund GUG Stock Holding History

Cambridge Investment Research Advisors’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
2026
Q2 		$241K Buy
15,110
+92
+0.6% +$1.45K ﹤0.01% 3642
2026
Q1 		$229K Sell
15,018
-9
-0.1% -$141 ﹤0.01% 3556
2025
Q4 		$230K Buy
+15,027
New +$234K ﹤0.01% 3456

Other funds holding GUG

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Cambridge Investment Research Advisors's GUG Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Guggenheim Active Allocation Fund (GUG) stake by 0.61% in Q2 2026, buying an estimated $1.45K and bringing the position to 15,110 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #3642.

Cambridge Investment Research Advisors first reported a position in GUG in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold GUG as of Q2 2026.

  • Cambridge Investment Research Advisors held 15,110 shares of Guggenheim Active Allocation Fund worth $241K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 92 Guggenheim Active Allocation Fund shares in Q2 2026, an estimated $1.45K.
  • Guggenheim Active Allocation Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3642 holding.
  • Cambridge Investment Research Advisors first reported a position in Guggenheim Active Allocation Fund in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Guggenheim Active Allocation Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.