13F 机构持仓

GUG GUGGENHEIM ACTIVE ALLOC FD

COMMON STOCK

持有机构数462026Q2
26Q126Q2
机构合计持股(股)11,440,9272026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q24611,440,927$1.83亿 615136$1,239.76万
2026Q14410,565,750$1.61亿 420129-$119.62万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

COHEN & STEERS, INC.加仓$152.20万
RAYMOND JAMES FINANCIAL INC加仓$92.57万
MORGAN STANLEY加仓$85.92万
CITADEL ADVISORS LLC新建仓$45.94万
BANK OF AMERICA CORP /DE/加仓$45.55万
Baird Financial Group, Inc.加仓$33.88万
WELLS FARGO & COMPANY/MN加仓$30.59万
Independent Advisor Alliance新建仓$28.29万
Cetera Investment Advisers加仓$24.90万
ROYAL BANK OF CANADA加仓$23.28万
Steward Partners Investment Advisory, LLC加仓$19.39万
LPL Financial LLC加仓$18.79万
ENVESTNET ASSET MANAGEMENT INC加仓$14.14万
Invesco Ltd.加仓$10.05万
JOURNEY STRATEGIC WEALTH LLC加仓$6.09万
Concurrent Investment Advisors, LLC加仓$2.96万
World Investment Advisors加仓$2.38万
Ascentis Independent Advisors加仓$1.34万
Rockefeller Capital Management L.P.加仓$9,528
Farther Finance Advisors, LLC新建仓$5,469

2026Q1 卖出最多

CORRADO ADVISORS, LLC清仓-$276.46万
Pathstone Holdings, LLC减仓-$132.50万
Focus Partners Wealth减仓-$101.96万
Advisors Asset Management, Inc.减仓-$49.44万
Marex Group Ltd清仓-$42.69万
J.W. COLE ADVISORS, INC.减仓-$33.10万
COMMONWEALTH EQUITY SERVICES, LLC清仓-$23.20万
1607 Capital Partners, LLC清仓-$19.32万
U.S. Capital Wealth Advisors, LLC清仓-$18.09万
XTX Topco Ltd清仓-$16.65万
SouthState Bank Corp清仓-$12.92万
OSAIC HOLDINGS, INC.减仓-$8.86万
DAVENPORT & Co LLC减仓-$7.40万
OPPENHEIMER & CO INC减仓-$6.19万
Closed-End Fund Advisors, Inc.减仓-$5.64万
Kingsview Wealth Management, LLC减仓-$3.71万
UBS Group AG减仓-$9,619
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC清仓-$7,665
STIFEL FINANCIAL CORP减仓-$2,359
Cambridge Investment Research Advisors, Inc.减仓-$137

2026Q1 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 STANLEY2,838,748$4,320.58万0.00%56,455加仓
GUGGENHEIM CAPITAL LLC950,000$1,445.90万0.11%0不变
BANK OF AMERICA CORP /DE/914,964$1,392.57万0.00%29,929加仓
Pathstone Holdings, LLC888,872$1,352.86万0.05%-87,055减仓
COHEN & STEERS, INC.848,149$1,290.90万0.02%100,000加仓
Advisors Asset Management, Inc.804,347$1,224.22万0.20%-32,482减仓
Baird Financial Group, Inc.730,304$1,111.52万0.02%22,262加仓
RAYMOND JAMES FINANCIAL INC708,954$1,079.03万0.00%60,822加仓
ROYAL BANK OF CANADA500,014$761.00万0.00%15,296加仓
WELLS FARGO & COMPANY/MN296,593$451.41万0.00%20,098加仓
Steward Partners Investment Advisory, LLC150,120$228.48万0.01%12,741加仓
Closed-End Fund Advisors, Inc.106,688$162.38万1.65%-3,708减仓
Invesco Ltd.84,958$129.31万0.00%6,600加仓
Focus Partners Wealth75,699$115.21万0.00%-66,994减仓
OPPENHEIMER & CO INC66,963$101.92万0.01%-4,068减仓
Ascentis Independent Advisors48,577$73.93万0.06%883加仓
STIFEL FINANCIAL CORP48,126$73.25万0.00%-155减仓
Cetera Investment Advisers43,694$66.50万0.00%16,361加仓
ENVESTNET ASSET MANAGEMENT INC40,772$62.05万0.00%9,288加仓
OSAIC HOLDINGS, INC.39,722$60.46万0.00%-5,818减仓
LPL Financial LLC38,907$59.22万0.00%12,344加仓
Concurrent Investment Advisors, LLC38,421$58.48万0.01%1,944加仓
World Investment Advisors32,529$49.51万0.01%1,562加仓
JOURNEY STRATEGIC WEALTH LLC31,939$48.61万0.01%4,000加仓
Aviance Capital Partners, LLC31,667$48.20万0.06%47加仓
Rockefeller Capital Management L.P.30,630$46.62万0.00%626加仓
CITADEL ADVISORS LLC30,181$45.94万0.00%30,181新建仓
DAVENPORT & Co LLC19,498$29.68万0.00%-4,865减仓
Independent Advisor Alliance18,590$28.29万0.00%18,590新建仓
UBS Group AG18,543$28.22万0.00%-632减仓
J.W. COLE ADVISORS, INC.17,270$26.28万0.01%-21,745减仓
Cambridge Investment Research Advisors, Inc.15,018$22.90万0.00%-9减仓
High Net Worth Advisory Group LLC12,555$19.11万0.04%182加仓
Kingsview Wealth Management, LLC12,395$18.87万0.00%-2,435减仓
WEDBUSH SECURITIES INC10,815$16.50万0.00%57加仓
Annis Gardner Whiting Capital Advisors, LLC7,500$11.41万0.02%0不变
Larson Financial Group LLC3,000$4.57万0.00%0不变
Geneos Wealth Management Inc.3,000$4.57万0.00%0不变
Noble Wealth Management PBC2,700$4.11万0.02%0不变
TSFG, LLC1,734$2.60万0.00%0不变
HARBOUR INVESTMENTS, INC.1,500$2.28万0.00%0不变
JPMORGAN CHASE & CO550$8,2280.00%0不变
Farther Finance Advisors, LLC357$5,4690.00%357新建仓
HIGHLINE WEALTH PARTNERS LLC187$2,8460.00%187新建仓

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