IA
GUG

IFP Advisors’s Guggenheim Active Allocation Fund GUG Stock Holding History

IFP Advisors’s Portfolio GUG Stock Details GUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,250
Closed -$18.4K – 3273
2024
Q1 		$18.4K Hold
1,250
– – ﹤0.01% 2005
2023
Q4 		$18.3K Hold
1,250
– – ﹤0.01% 1953
2023
Q3 		$16.9K Hold
1,250
– – ﹤0.01% 2020
2023
Q2 		$18K Buy
+1,250
New +$18K ﹤0.01% 2060