Guggenheim Active Allocation Fund
GUG- Exchange
- NYSE
- SEC CIK
- 0001864208
No open-market purchases or sales by Guggenheim Active Allocation Fund insiders were filed in the last 90 days; 46 institutions reported holding it in 13F filings for Q2 2026, worth $182.6M in total; no superinvestor holds it.
Q4 2021 vs. Q3 2021
How the institutions holding Guggenheim Active Allocation Fund changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Q4 2021 | Change |
|---|---|---|---|
| Holders | 0 | 5 | +5 |
| Shares | 0 | 1.23M | +1.23M |
| Value | $0 | $24.5M | +$24.5M |
New holders (5)
Institutions that held Guggenheim Active Allocation Fund at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Morgan Stanley | 1,016,424 | $20.3M | 0.00% |
| Bank of America Corp | 164,560 | $3.29M | 0.00% |
| Marcum Wealth, LLC | 25,000 | $499.0K | 0.07% |
| Wells Fargo & Company | 20,000 | $399.0K | 0.00% |
| Royal Bank of Canada | 125 | $2.00K | 0.00% |
Sold out (0)
Institutions that held Guggenheim Active Allocation Fund at the end of Q3 2021 and filed for Q4 2021 without it.
None.