We are live on ! Find out more
GUG

Guggenheim Active Allocation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$466K +$9.81K +626 +2%
Citadel Advisors
27
Citadel Advisors
Florida
$459K +$473K +30,181 New
DC
28
Davenport & Co
Virginia
$297K -$76.2K -4,865 -20%
IAA
29
Independent Advisor Alliance
North Carolina
$283K +$291K +18,590 New
UBS Group
30
UBS Group
Switzerland
$282K -$9.9K -632 -3%
JWCA
31
J.W. Cole Advisors
Florida
$263K -$341K -21,745 -56%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$229K -$141 -9 -0.1%
HNWAG
33
High Net Worth Advisory Group
Florida
$191K +$2.85K +182 +1%
KWM
34
Kingsview Wealth Management
Oregon
$189K -$38.1K -2,435 -16%
WS
35
Wedbush Securities
California
$165K +$893 +57 +0.5%
AGWCA
36
Annis Gardner Whiting Capital Advisors
Florida
$114K
GWM
37
Geneos Wealth Management
Colorado
$45.7K
LFG
38
Larson Financial Group
Missouri
$45.7K
NWMP
39
Noble Wealth Management PBC
Colorado
$41.1K
TFGT
40
TS Financial Group (TSFG)
Illinois
$26K
HI
41
Harbour Investments
Wisconsin
$22.8K
JP Morgan Chase
42
JP Morgan Chase
New York
$8.23K
FFA
43
Farther Finance Advisors
California
$5.47K +$5.59K +357 New
HWP
44
Highline Wealth Partners
California
$2.85K +$2.93K +187 New
CA
45
Corrado Advisors
New Jersey
-$2.76M -180,342 Closed
KAS
46
Kestra Advisory Services
Texas
-$1.59M -104,026 Closed
MG
47
Marex Group
-$427K -27,847 Closed
Jane Street
48
Jane Street
New York
-$305K -19,880 Closed
BCI
49
Brinker Capital Investments
Pennsylvania
-$233K -15,212 Closed
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
-$232K -15,133 Closed