Next Financial Group’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Next Financial Group’s Portfolio GPM Stock Details GPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-587	Closed	-$5K	–	3066
2021 Q3	$5K	Buy	+587	New	+$5.39K	﹤0.01%	2295
2021 Q1	–	Sell	-9,200	Closed	-$60K	–	2701
2020 Q4	$60K	Buy	+9,200	New	+$55.5K	0.01%	1146

Other funds holding GPM

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Next Financial Group's GPM Position: Q4 2021 in Review

Next Financial Group sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q4 2021, closing a stake of 587 shares — an estimated $5K sold.

Next Financial Group first reported a position in GPM in Q4 2020 and held it in 2 quarters. The position peaked at $60K in Q4 2020. 1 fund tracked by Wall St. Rank holds GPM as of Q4 2021.

Next Financial Group reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q4 2021 after selling out during the quarter.
Next Financial Group sold 587 Guggenheim Enhanced Equity Income Fund shares in Q4 2021, an estimated $5K.
Next Financial Group first reported a position in Guggenheim Enhanced Equity Income Fund in Q4 2020 and held it in 2 quarters.
Next Financial Group's Guggenheim Enhanced Equity Income Fund position peaked at $60K in Q4 2020.
1 fund tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.