GUGGENHEIM ACTIVE ALLOC FD

GUG

Data as of Q4 2025

Track which institutional investors hold this security, how their positions are changing, and whether consensus is bullish or bearish. Listed on US.

SymbolGUG

CUSIP40170T106

Type

mutual_fund

ClassCOMMON STOCK

SEC EDGAR Source

Institutional Holders

Total Institutional Value

$130.1M

Institutional Consensus

Price History

Institutional Holders(Showing 5 of 24)

Filer	Action	Shares	Value	Portfolio Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	2.8M(+0.1%)	$42.7M	0.0%	+14.75%	29
Pathstone Holdings, LLC	Increased	975,927(+8.7%)	$15M	0.1%	+9.17%	31
GUGGENHEIM CAPITAL LLC	Unchanged	950,000(0.0%)	$14.6M	0.1%	+42.60%	0
BANK OF AMERICA CORP /DE/	Increased	885,035(+30.5%)	$13.6M	0.0%	+6.56%	35
Baird Financial Group, Inc.	Increased	708,042(+2.3%)	$10.9M	0.0%	+24.15%	28

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