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

Kingsview 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 		– Sell
-12,395
Closed -$189K – 1465
2026
Q1 		$189K Sell
12,395
-2,435
-16% -$38.1K ﹤0.01% 1267
2025
Q4 		$227K Sell
14,830
-2,500
-14% -$38.9K ﹤0.01% 1122
2025
Q3 		$270K Sell
17,330
-1,725
-9% -$26.9K ﹤0.01% 1007
2025
Q2 		$298K Sell
19,055
-550
-3% -$8.26K 0.01% 947
2025
Q1 		$295K Hold
19,605
– – 0.01% 899
2024
Q4 		$292K Sell
19,605
-255
-1% -$4K 0.01% 910
2024
Q3 		$329K Buy
19,860
+649
+3% +$10.2K 0.01% 854
2024
Q2 		$287K Buy
19,211
+1,110
+6% +$16.3K 0.01% 855
2024
Q1 		$266K Hold
18,101
– – 0.01% 861
2023
Q4 		$265K Buy
18,101
+195
+1% +$2.66K 0.01% 811
2023
Q3 		$242K Buy
17,906
+2,081
+13% +$29.2K 0.01% 828
2023
Q2 		$227K Buy
15,825
+5,280
+50% +$73.7K 0.01% 823
2023
Q1 		$148K Buy
+10,545
New +$150K 0.01% 839

Other funds holding GUG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kingsview Wealth Management's GUG Position: Q2 2026 in Review

Kingsview Wealth Management sold out of Guggenheim Active Allocation Fund (GUG) in Q2 2026, closing a stake of 12,395 shares — an estimated $189K sold.

Kingsview Wealth Management first reported a position in GUG in Q1 2023 and held it in 13 quarters. The position peaked at $329K in Q3 2024. 48 funds tracked by Wall St. Rank hold GUG as of Q2 2026.

  • Kingsview Wealth Management reported no remaining Guggenheim Active Allocation Fund position as of Q2 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 12,395 Guggenheim Active Allocation Fund shares in Q2 2026, an estimated $189K.
  • Kingsview Wealth Management first reported a position in Guggenheim Active Allocation Fund in Q1 2023 and held it in 13 quarters.
  • Kingsview Wealth Management's Guggenheim Active Allocation Fund position peaked at $329K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Guggenheim Active Allocation Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.