IFWM
GUG

Institute for Wealth Management’s Guggenheim Active Allocation Fund GUG Stock Holding History

Institute for Wealth Management’s Portfolio GUG Stock Details GUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.9K Buy
+995
New +$15.7K ﹤0.01% 1194

Other funds holding GUG

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Institute for Wealth Management's GUG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Guggenheim Active Allocation Fund (GUG) in Q2 2026: 995 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #1194 among its holdings.

19 funds tracked by Wall St. Rank hold GUG as of Q2 2026.

  • Institute for Wealth Management held 995 shares of Guggenheim Active Allocation Fund worth $15.9K as of Q2 2026.
  • Guggenheim Active Allocation Fund was a new Institute for Wealth Management position in Q2 2026.
  • Guggenheim Active Allocation Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1194 holding.
  • 19 funds tracked by Wall St. Rank held Guggenheim Active Allocation Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.