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GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.5M +$2.22M +124,813 +17%
GC
2
Guggenheim Capital
Illinois
$11.6M +$13.4M +751,061 New
UBS Group
3
UBS Group
Switzerland
$5.32M -$886K -49,790 -13%
Bank of America
4
Bank of America
North Carolina
$4.46M -$455K -25,572 -8%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.09M +$1.75M +98,477 +97%
RJA
6
Raymond James & Associates
Florida
$2.68M +$147K +8,259 +5%
Wells Fargo
7
Wells Fargo
California
$2.65M -$510K -28,647 -14%
Invesco
8
Invesco
Georgia
$2.57M +$219K +12,281 +8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.44M +$13.2K +740 +0.5%
USCWA
10
U.S. Capital Wealth Advisors
Texas
$1.7M +$90.1K +5,065 +5%
LPL Financial
11
LPL Financial
California
$1.61M -$212K -11,897 -10%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$1.61M -$4.16K -234 -0.2%
RCG
13
Regatta Capital Group
California
$1.25M +$330K +18,545 +36%
KC
14
Kenfarb & Co
Kentucky
$1.2M -$117K -6,565 -8%
ACI
15
Alpha Cubed Investments
California
$1.15M – – –
MMA
16
Miracle Mile Advisors
California
$1.08M -$8.9K -500 -0.7%
DJYG
17
David J. Yvars Group
Florida
$875K -$552 -31 -0.1%
WAM
18
Walker Asset Management
Missouri
$814K – – –
BW
19
Bison Wealth
Georgia
$798K +$54K +3,033 +6%
WS
20
Wedbush Securities
California
$761K +$21.4K +1,202 +2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$741K +$48.7K +2,735 +6%
Osaic Holdings
22
Osaic Holdings
Arizona
$642K -$11.5K -644 -2%
WT
23
Whittier Trust
California
$628K -$979 -55 -0.1%
SIA
24
Sit Investment Associates
Minnesota
$535K +$618K +34,724 New
DAS
25
Dynamic Advisor Solutions
Arizona
$514K -$14K -788 -2%
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