FWM
GGM

FSA Wealth Management’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

FSA Wealth Management’s Portfolio GGM Stock Details GGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7,441
Closed -$147K – 263
2020
Q4 		$147K Buy
+7,441
New +$140K 0.07% 65
2020
Q3 		– Sell
-4,175
Closed -$74K – 397
2020
Q2 		$74K Buy
4,175
+3,875
+1,292% +$63.6K 0.05% 96
2020
Q1 		$4K Buy
+300
New +$5.63K ﹤0.01% 333

Other funds holding GGM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FSA Wealth Management's GGM Position: Q1 2021 in Review

FSA Wealth Management sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q1 2021, closing a stake of 7,441 shares — an estimated $147K sold.

FSA Wealth Management first reported a position in GGM in Q1 2020 and held it in 3 quarters. The position peaked at $147K in Q4 2020. 27 funds tracked by Wall St. Rank hold GGM as of Q1 2021.

  • FSA Wealth Management reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q1 2021 after selling out during the quarter.
  • FSA Wealth Management sold 7,441 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q1 2021, an estimated $147K.
  • FSA Wealth Management first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q1 2020 and held it in 3 quarters.
  • FSA Wealth Management's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $147K in Q4 2020.
  • 27 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q1 2021.

Based on FSA Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.