PFG Investments’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
2025
Q2
Sell
2025
Q1
$189K Sell
2024
Q4
$280K Sell
2024
Q3
$527K Hold
2024
Q2
$476K Buy