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
2025 Q2	$298K	Sell
2025 Q1	$295K	Hold
2024 Q4	$292K	Sell
2024 Q3	$329K	Buy
2024 Q2	$287K	Buy
2024 Q1	$266K	Hold
2023 Q4	$265K	Buy
2023 Q3	$242K	Buy
2023 Q2	$227K	Buy
2023 Q1	$148K	Buy