13F

Stock

Guggenheim Active Alloc Fd

Ticker not mapped · held by 3 managers

Reported value

$54M

Holders

3

+0 new · −0 exited

Holders’ est. mark

Need a prior quarter

Largest holder

$43.3M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY2.78M$43.3MHeld
BANK OF AMERICA CORP /DE/678.2K$10.6MHeld
Noble Wealth Management PBC2.7K$42.1KHeld

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.