Kestra Advisory Services’s Guggenheim Active Allocation Fund GUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$1.59M Buy
2025
Q3
$1.54M Buy
2025
Q2
$1.5M Buy
2025
Q1
$1.45M Buy
2024
Q4
$1.43M Buy