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

Concurrent Investment Advisors’s Portfolio GUG Stock Details GUG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$585K	Buy
2025 Q4	$559K	Buy
2025 Q3	$566K	Buy
2025 Q2	$437K	Buy
2025 Q1	$401K	Buy
2024 Q4	$395K	Buy
2024 Q3	$387K	Buy
2024 Q2	$230K	Buy
2024 Q1	$216K	Buy