IFP Advisors’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

IFP Advisors’s Portfolio GPM Stock Details GPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-6,531	Closed	-$55K	–	4220
2018 Q2	$55K	Buy	6,531 +112	+2%	+$954	﹤0.01%	1865
2018 Q1	$57K	Hold	6,419	–	–	﹤0.01%	1741
2017 Q4	$57K	Hold	6,419	–	–	﹤0.01%	1758
2017 Q3	$55K	Hold	6,419	–	–	﹤0.01%	1941
2017 Q2	$53K	Hold	6,419	–	–	﹤0.01%	1939
2017 Q1	$52K	Buy	6,419 +5,599	+683%	+$45.8K	﹤0.01%	1902
2016 Q4	$7K	Hold	820	–	–	﹤0.01%	3174
2016 Q3	$6K	Hold	820	–	–	﹤0.01%	3197
2016 Q2	$6K	Buy	+820	New	+$6.11K	﹤0.01%	3114

Other funds holding GPM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return