Reby Advisors’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Reby Advisors’s Portfolio GGM Stock Details GGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$10K	Buy	+500	New	+$9.43K	﹤0.01%	423

Other funds holding GGM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PGWM

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Reby Advisors's GGM Position: Q4 2020 in Review

Reby Advisors opened a new position in GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q4 2020: 500 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings.

25 funds tracked by Wall St. Rank hold GGM as of Q4 2020.

Reby Advisors held 500 shares of GUGGENHEIM CREDIT ALLOCATION FUND worth $10K as of Q4 2020.
GUGGENHEIM CREDIT ALLOCATION FUND was a new Reby Advisors position in Q4 2020.
GUGGENHEIM CREDIT ALLOCATION FUND made up ﹤0.01% of Reby Advisors's portfolio in Q4 2020, its #423 holding.
25 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.