Commonwealth Equity Services

Commonwealth Equity Services’s Guggenheim Active Allocation Fund GUG Stock Holding History

Commonwealth Equity Services’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
2025 Q3	$183K	Sell
2025 Q2	$189K	Buy
2025 Q1	$175K	Buy
2024 Q4	$169K	Buy
2024 Q3	$183K	Buy
2024 Q2	$162K	Buy
2024 Q1	$154K	Sell
2023 Q4	$267K	Buy