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ícone de GUG

Guggenheim Active Allocation Fund
GUG

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
World Investment Advisors
26
World Investment Advisors
California
US$ 495 mil – – –
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
US$ 492 mil +US$ 2,37 mil +150 +0,5%
Beacon Pointe Advisors
28
Beacon Pointe Advisors
California
US$ 469 mil +US$ 464 mil +29.342 Nova
Jane Street
29
Jane Street
New York
US$ 350 mil +US$ 346 mil +21.882 Nova
Davenport & Co
30
Davenport & Co
Virginia
US$ 307 mil -US$ 4,17 mil -264 -1%
UBS Group
31
UBS Group
Switzerland
US$ 289 mil -US$ 7 mil -443 -2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
US$ 288 mil -US$ 406 mil -25.681 -59%
Brinker Capital Investments
33
Brinker Capital Investments
Pennsylvania
US$ 257 mil +US$ 254 mil +16.059 Nova
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
US$ 241 mil +US$ 1,45 mil +92 +0,6%
HNWAG
35
High Net Worth Advisory Group
Florida
US$ 204 mil +US$ 2,84 mil +180 +1%
Wedbush Securities
36
Wedbush Securities
California
US$ 198 mil +US$ 24,5 mil +1.550 +14%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
US$ 172 mil -US$ 474 mil -29.994 -74%
Geneos Wealth Management
38
Geneos Wealth Management
Colorado
US$ 47,9 mil – – –
Larson Financial Group
39
Larson Financial Group
Missouri
US$ 47,9 mil – – –
NWMP
40
Noble Wealth Management PBC
Colorado
US$ 43,1 mil – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
US$ 33,6 mil +US$ 33,2 mil +2.101 Nova
Harbour Investments
42
Harbour Investments
Wisconsin
US$ 24 mil – – –
Institute for Wealth Management
43
Institute for Wealth Management
Colorado
US$ 15,9 mil +US$ 15,7 mil +995 Nova
JP Morgan Chase
44
JP Morgan Chase
New York
US$ 8,77 mil – – –
Farther Finance Advisors
45
Farther Finance Advisors
California
US$ 5,7 mil – – –
HWP
46
Highline Wealth Partners
California
US$ 2,99 mil – – –
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
– -US$ 1,15 mi -75.699 Encerrada
GSEP
48
Golden State Equity Partners
California
– -US$ 739 mil -48.577 Encerrada
Independent Advisor Alliance
49
Independent Advisor Alliance
North Carolina
– -US$ 283 mil -18.590 Encerrada
Kingsview Wealth Management
50
Kingsview Wealth Management
Oregon
– -US$ 189 mil -12.395 Encerrada
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