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

IHT 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 Q3	–	Sell	-14,464	Closed	-$316K	–	1011
2021 Q2	$316K	Sell	14,464 -3,923	-21%	-$82.8K	0.02%	693
2021 Q1	$386K	Sell	18,387 -1,421	-7%	-$29K	0.03%	545
2020 Q4	$392K	Buy	19,808 +113	+0.6%	+$2.13K	0.03%	487
2020 Q3	$350K	Buy	+19,695	New	+$355K	0.04%	435
2020 Q2	–	Sell	-19,475	Closed	-$291K	–	654
2020 Q1	$291K	Buy	19,475 +5,582	+40%	+$105K	0.04%	398
2019 Q4	$276K	Buy	13,893 +61	+0.4%	+$1.23K	0.03%	472
2019 Q3	$277K	Sell	13,832 -267	-2%	-$5.41K	0.04%	451
2019 Q2	$294K	Buy	14,099 +64	+0.5%	+$1.33K	0.04%	402
2019 Q1	$283K	Buy	14,035 +3,027	+27%	+$60.9K	0.05%	375
2018 Q4	$203K	Buy	+11,008	New	+$222K	0.04%	427

Other funds holding GGM

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

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

PGWM

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

IHT Wealth Management's GGM Position: Q3 2021 in Review

IHT Wealth Management sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q3 2021, closing a stake of 14,464 shares — an estimated $316K sold.

IHT Wealth Management first reported a position in GGM in Q4 2018 and held it in 10 quarters. The position peaked at $392K in Q4 2020. 31 funds tracked by Wall St. Rank hold GGM as of Q3 2021.

IHT Wealth Management reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q3 2021 after selling out during the quarter.
IHT Wealth Management sold 14,464 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q3 2021, an estimated $316K.
IHT Wealth Management first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q4 2018 and held it in 10 quarters.
IHT Wealth Management's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $392K in Q4 2020.
31 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.