IAA
GUG

Independent Advisor Alliance’s Guggenheim Active Allocation Fund GUG Stock Holding History

Independent Advisor Alliance’s Portfolio GUG Stock Details GUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,103
Closed -$239K – 1038
2024
Q4 		$239K Buy
+16,103
New +$239K ﹤0.01% 1232