Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Guggenheim Strategic Opportunities Fund inkluderar Kingstone Capital Partners Texas, LLC, Presper Financial Architects, LLC, Smith Asset Management Co., LLC, Kestra Private Wealth Services, Llc, Fisher Asset Management, LLC, Orion Portfolio Solutions, LLC, Daymark Wealth Partners, Llc, Kapstone Financial Advisors LLC, Kingsview Wealth Management, LLC, Beacon Financial Advisory LLC, Iron Horse Wealth Management, LLC, Newbridge Financial Services Group, Inc., och Total Investment Management Inc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 50 550 | 1 | ||||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 32 589 | 4,80 | 485 | 0,21 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 77 521 | 2,65 | 1 154 | −1,79 | ||||
| 2025-08-14 | 13F | Comerica Bank | 30 596 | 75,97 | 456 | 68,52 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9 196 | 63,28 | 137 | 56,32 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 11 070 | 165 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 76 789 | 0,32 | 1 143 | −4,03 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 22 523 | 11,93 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 730 756 | 70,77 | 10 881 | 63,31 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 50 711 | 1,49 | 755 | −2,83 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 47 339 | 6,61 | 705 | 1,88 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 73 707 | 2,48 | 1 097 | −1,97 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 2 006 | 30 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 207 675 | 11,52 | 3 092 | 6,66 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 1 877 230 | 19,36 | 27 952 | 14,15 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 355 | 6,27 | 0 | |||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 21 441 | 3,96 | 319 | −0,62 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 283 722 | 7,70 | 4 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 316 322 | 42,60 | 4 710 | 36,40 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 695 | 2,66 | 10 | 0,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 199 877 | 11,09 | 2 976 | 6,25 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 4 000 | 60 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 78 710 | 2,39 | 1 172 | −2,09 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 19 747 | 22,24 | 294 | 17,13 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11 030 | 164 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 12 301 | 183 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 27 975 | 113,53 | 417 | 104,93 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 3 122 | 3,51 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 42 331 | 2,89 | 630 | −1,56 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10 588 | 3,76 | 158 | −0,63 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 293 | 0,97 | 34 | −2,86 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 128 699 | 198,03 | 1 916 | 185,12 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 19 395 | 302 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 11 900 | 0,08 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 149 327 | 14,19 | 2 223 | 9,18 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 21 660 | 28,94 | 323 | 34,17 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 19 489 | 21,97 | 290 | 16,94 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 102 502 | 3,72 | 1 526 | −0,78 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 770 890 | 3,07 | 11 479 | −1,43 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 522 861 | 3,41 | 22 675 | −1,10 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 20 383 | 5,16 | 304 | 0,66 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 15 941 | 3,43 | 237 | −0,84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 47 641 | 1,85 | 709 | −2,61 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 17 597 | 262 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 48 243 | 11,86 | 718 | 7,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 30 008 | 1,19 | 447 | −3,25 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 325 | 5 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 201 781 | 540,45 | 3 005 | 513,06 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 14 510 | 240,21 | 216 | 232,31 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 145 460 | 9,56 | 2 166 | 6,91 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 30 538 | 22,94 | 455 | 17,62 | ||||
| 2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 113 087 | 7,51 | 1 666 | 0,73 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 24 079 | 3,61 | 359 | −0,83 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 051 627 | 5,57 | 30 549 | 0,96 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 34 008 | 22,98 | 506 | 17,67 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 70 038 | 1,33 | 1 043 | −3,16 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 21 700 | 14,20 | 323 | 9,49 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12 904 | 19,93 | 192 | 14,97 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 79 | 1 | ||||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 238 400 | 3,56 | 3 550 | −0,98 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 55 205 | 22,41 | 822 | 16,95 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 679 066 | 11,96 | 10 111 | 7,07 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 83 750 | 92,31 | 1 247 | 83,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 59 038 | 100,72 | 879 | 92,34 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13 101 | 204 | ||||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 92 647 | 108,18 | 1 380 | 99,28 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 17 953 239 | 288 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 227 244 | 4,14 | 3 384 | −0,41 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 551 009 | 4,03 | 8 205 | −0,51 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 19 323 | 7,99 | 288 | 3,24 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 26 125 | 1,86 | 389 | −2,51 | ||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 216 834 | 1,36 | 3 229 | −3,06 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 89 696 | 327,63 | 1 336 | 309,51 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 13 964 | 208 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 16 982 | 8,48 | 253 | 3,70 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 141 449 | 7,19 | 2 106 | 2,53 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 17 825 | 24,95 | 265 | 19,37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 107 752 | 2,43 | 1 604 | −2,02 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 36 808 | 3,07 | 548 | −1,44 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 24 430 | 13,02 | 364 | 8,04 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 115 420 | 30,97 | 1 719 | 25,22 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 230 090 | 0,19 | 3 426 | −4,17 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10 296 | 153 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 7 851 | 3,99 | 120 | 1,71 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 23 214 | 56,32 | 346 | 49,35 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 129 941 | 6,94 | 1 935 | 2,27 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 445 056 | 108,65 | 6 627 | 99,52 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 20 059 | 2,71 | 299 | −1,97 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 43 314 | 58,51 | 645 | 51,53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 659 129 | 6,58 | 9 814 | 1,92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 297 290 | 6,33 | 108 657 | 1,69 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 20 710 | 2,55 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 3 417 | 3,95 | 51 | −1,96 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 740 653 | 8,49 | 11 028 | 3,75 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 801 302 | 0,61 | 12 | −8,33 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-24 | 13F | JB Capital LLC | 24 819 | 0,47 | 370 | −3,91 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 22 463 | 0,90 | 334 | −3,47 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 38 562 | 9,98 | 574 | 5,32 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11 374 | 0,31 | 169 | −3,98 |
