GUG GUGGENHEIM ACTIVE ALLOC FD
COMMON STOCK
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 46 | 11,440,927 | $1.83亿 | 6 | 15 | 13 | 6 | $1,239.76万 |
| 2026Q1 | 44 | 10,565,750 | $1.61亿 | 4 | 20 | 12 | 9 | -$119.62万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Atlas Wealth LLC | 新建仓 | $1,355.89万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $589.74万 |
| Sanctuary Advisors, LLC | 新建仓 | $175.77万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $115.20万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $72.20万 |
| HighTower Advisors, LLC | 新建仓 | $51.04万 |
| Beacon Pointe Advisors, LLC | 新建仓 | $46.89万 |
| MORGAN STANLEY | 加仓 | $43.39万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $39.63万 |
| J.W. COLE ADVISORS, INC. | 加仓 | $35.03万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $24.25万 |
| COHEN & STEERS, INC. | 加仓 | $23.97万 |
| Concurrent Investment Advisors, LLC | 加仓 | $3.70万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 新建仓 | $3.36万 |
| JANE STREET GROUP, LLC | 重新持有 | $3.20万 |
| CITADEL ADVISORS LLC | 加仓 | $3.20万 |
| WEDBUSH SECURITIES INC | 加仓 | $2.48万 |
| Aviance Capital Partners, LLC | 加仓 | $1.99万 |
| Institute for Wealth Management, LLC. | 新建仓 | $1.59万 |
| STIFEL FINANCIAL CORP | 加仓 | $1.48万 |
2026Q2 卖出最多
| Pathstone Holdings, LLC | 减仓 | -$827.42万 |
| Focus Partners Wealth | 清仓 | -$115.21万 |
| Baird Financial Group, Inc. | 减仓 | -$85.32万 |
| Ascentis Independent Advisors | 清仓 | -$73.93万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$47.93万 |
| Closed-End Fund Advisors, Inc. | 减仓 | -$41.71万 |
| Cetera Investment Advisers | 减仓 | -$41.04万 |
| OPPENHEIMER & CO INC | 减仓 | -$36.98万 |
| Independent Advisor Alliance | 清仓 | -$28.29万 |
| Kingsview Wealth Management, LLC | 清仓 | -$18.87万 |
| Annis Gardner Whiting Capital Advisors, LLC | 清仓 | -$11.41万 |
| LPL Financial LLC | 减仓 | -$7.48万 |
| Kestra Advisory Services, LLC | 重新持有 | -$5.61万 |
| Advisors Asset Management, Inc. | 减仓 | -$4.49万 |
| ROYAL BANK OF CANADA | 减仓 | -$3.12万 |
| TSFG, LLC | 清仓 | -$2.60万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$2.29万 |
| Invesco Ltd. | 减仓 | -$1.30万 |
| UBS Group AG | 减仓 | -$7,079 |
| DAVENPORT & Co LLC | 减仓 | -$4,219 |
2026Q2 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 2,865,899 | $4,579.71万 | 0.00% | 27,151 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 960,147 | $1,534.32万 | 0.00% | 45,183 | 加仓 |
| GUGGENHEIM CAPITAL LLC | 950,000 | $1,518.10万 | 0.10% | 0 | 不变 |
| COHEN & STEERS, INC. | 863,149 | $1,379.30万 | 0.02% | 15,000 | 加仓 |
| Atlas Wealth LLC | 848,495 | $1,355.89万 | 1.93% | 848,495 | 新建仓 |
| Advisors Asset Management, Inc. | 801,539 | $1,280.86万 | 0.20% | -2,808 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 781,046 | $1,248.11万 | 0.00% | 72,092 | 加仓 |
| Baird Financial Group, Inc. | 676,913 | $1,081.71万 | 0.01% | -53,391 | 减仓 |
| WELLS FARGO & COMPANY/MN | 665,643 | $1,063.70万 | 0.00% | 369,050 | 加仓 |
| ROYAL BANK OF CANADA | 498,064 | $795.90万 | 0.00% | -1,950 | 减仓 |
| Pathstone Holdings, LLC | 371,088 | $593.00万 | 0.02% | -517,784 | 减仓 |
| Steward Partners Investment Advisory, LLC | 174,918 | $279.52万 | 0.01% | 24,798 | 加仓 |
| Sanctuary Advisors, LLC | 109,996 | $175.77万 | 0.01% | 109,996 | 新建仓 |
| Kestra Advisory Services, LLC | 100,518 | $160.63万 | 0.01% | -3,508 | 重新持有 |
| Invesco Ltd. | 84,145 | $134.46万 | 0.00% | -813 | 减仓 |
| Closed-End Fund Advisors, Inc. | 80,586 | $128.78万 | 1.26% | -26,102 | 减仓 |
| STIFEL FINANCIAL CORP | 49,054 | $78.39万 | 0.00% | 928 | 加仓 |
| OPPENHEIMER & CO INC | 43,824 | $70.03万 | 0.01% | -23,139 | 减仓 |
| Concurrent Investment Advisors, LLC | 40,738 | $65.10万 | 0.01% | 2,317 | 加仓 |
| J.W. COLE ADVISORS, INC. | 39,190 | $62.63万 | 0.01% | 21,920 | 加仓 |
| OSAIC HOLDINGS, INC. | 38,286 | $61.18万 | 0.00% | -1,436 | 减仓 |
| LPL Financial LLC | 34,227 | $54.69万 | 0.00% | -4,680 | 减仓 |
| Aviance Capital Partners, LLC | 32,915 | $52.60万 | 0.05% | 1,248 | 加仓 |
| CITADEL ADVISORS LLC | 32,181 | $51.43万 | 0.00% | 2,000 | 加仓 |
| HighTower Advisors, LLC | 31,939 | $51.04万 | 0.00% | 31,939 | 新建仓 |
| World Investment Advisors | 32,529 | $49.51万 | 0.01% | 0 | 不变 |
| Rockefeller Capital Management L.P. | 30,780 | $49.19万 | 0.00% | 150 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 30,220 | $48.20万 | 0.00% | 15,202 | 加仓 |
| Beacon Pointe Advisors, LLC | 29,342 | $46.89万 | 0.00% | 29,342 | 新建仓 |
| JANE STREET GROUP, LLC | 21,882 | $34.97万 | 0.00% | 2,002 | 重新持有 |
| DAVENPORT & Co LLC | 19,234 | $30.74万 | 0.00% | -264 | 减仓 |
| UBS Group AG | 18,100 | $28.92万 | 0.00% | -443 | 减仓 |
| Cetera Investment Advisers | 18,013 | $28.78万 | 0.00% | -25,681 | 减仓 |
| Orion Porfolio Solutions, LLC | 16,059 | $25.66万 | 0.00% | 847 | 重新持有 |
| High Net Worth Advisory Group LLC | 12,735 | $20.35万 | 0.04% | 180 | 加仓 |
| WEDBUSH SECURITIES INC | 12,365 | $19.80万 | 0.01% | 1,550 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 10,778 | $17.22万 | 0.00% | -29,994 | 减仓 |
| Larson Financial Group LLC | 3,000 | $4.79万 | 0.00% | 0 | 不变 |
| Geneos Wealth Management Inc. | 3,000 | $4.79万 | 0.00% | 0 | 不变 |
| Noble Wealth Management PBC | 2,700 | $4.31万 | 0.02% | 0 | 不变 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,101 | $3.36万 | 0.00% | 2,101 | 新建仓 |
| HARBOUR INVESTMENTS, INC. | 1,500 | $2.40万 | 0.00% | 0 | 不变 |
| Institute for Wealth Management, LLC. | 995 | $1.59万 | 0.00% | 995 | 新建仓 |
| JPMORGAN CHASE & CO | 550 | $8,773 | 0.00% | 0 | 不变 |
| Farther Finance Advisors, LLC | 357 | $5,705 | 0.00% | 0 | 不变 |
| HIGHLINE WEALTH PARTNERS LLC | 187 | $2,988 | 0.00% | 0 | 不变 |
内部人交易（Form 4）
GUG 董事、高管和大股东的最新买卖申报。专业版可看 🔒