SWM
GGM

Spire Wealth Management’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Spire Wealth Management’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
2021
Q2 		– Sell
-8,000
Closed -$167K – 3100
2021
Q1 		$167K Buy
+8,000
New +$163K ﹤0.01% 1147

Other funds holding GGM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Spire Wealth Management's GGM Position: Q2 2021 in Review

Spire Wealth Management sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q2 2021, closing a stake of 8,000 shares — an estimated $167K sold.

Spire Wealth Management first reported a position in GGM in Q1 2021 and held it in 1 quarter. The position peaked at $167K in Q1 2021. 31 funds tracked by Wall St. Rank hold GGM as of Q2 2021.

  • Spire Wealth Management reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q2 2021 after selling out during the quarter.
  • Spire Wealth Management sold 8,000 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q2 2021, an estimated $167K.
  • Spire Wealth Management first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q1 2021 and held it in 1 quarter.
  • Spire Wealth Management's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $167K in Q1 2021.
  • 31 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.