Spire Wealth Management’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Spire Wealth Management’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	-25,987	Closed	-$241K	–	3054
2021 Q3	$241K	Hold	25,987	–	–	0.01%	852
2021 Q2	$224K	Hold	25,987	–	–	0.01%	896
2021 Q1	$187K	Buy	+25,987	New	+$178K	0.01%	1096

Other funds holding GPM

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Spire Wealth Management's GPM Position: Q4 2021 in Review

Spire Wealth Management sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q4 2021, closing a stake of 25,987 shares — an estimated $241K sold.

Spire Wealth Management first reported a position in GPM in Q1 2021 and held it in 3 quarters. The position peaked at $241K in Q3 2021. 1 fund tracked by Wall St. Rank holds GPM as of Q4 2021.

Spire Wealth Management reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q4 2021 after selling out during the quarter.
Spire Wealth Management sold 25,987 Guggenheim Enhanced Equity Income Fund shares in Q4 2021, an estimated $241K.
Spire Wealth Management first reported a position in Guggenheim Enhanced Equity Income Fund in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's Guggenheim Enhanced Equity Income Fund position peaked at $241K in Q3 2021.
1 fund tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.