Stratos Wealth Partners’s GUGGENHEIM CREDIT ALLOCATION FUND GGM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-11,573
Closed -$240K 1321
2021
Q3
$240K Hold
11,573
0.01% 1028
2021
Q2
$253K Hold
11,573
0.01% 1037
2021
Q1
$243K Hold
11,573
0.01% 967
2020
Q4
$229K Buy
+11,573
New +$218K 0.01% 957

Stratos Wealth Partners's GGM Position: Q4 2021 in Review

Stratos Wealth Partners sold out of GUGGENHEIM CREDIT ALLOCATION FUND (GGM) in Q4 2021, closing a stake of 11,573 shares — an estimated $240K sold.

Stratos Wealth Partners first reported a position in GGM in Q4 2020 and held it in 4 quarters. The position peaked at $253K in Q2 2021. 0 funds tracked by Wall St. Rank hold GGM as of Q4 2021.

  • Stratos Wealth Partners reported no remaining GUGGENHEIM CREDIT ALLOCATION FUND position as of Q4 2021 after selling out during the quarter.
  • Stratos Wealth Partners sold 11,573 GUGGENHEIM CREDIT ALLOCATION FUND shares in Q4 2021, an estimated $240K.
  • Stratos Wealth Partners first reported a position in GUGGENHEIM CREDIT ALLOCATION FUND in Q4 2020 and held it in 4 quarters.
  • Stratos Wealth Partners's GUGGENHEIM CREDIT ALLOCATION FUND position peaked at $253K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held GUGGENHEIM CREDIT ALLOCATION FUND as of Q4 2021.

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