Skip to main content

OSAIC HOLDINGS, INC.

Position in GUG — Guggenheim Active Allocation Fund

CIK 1677044 SCOTTSDALE, AZ

Position in GUG

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$611,810
+$7,242 QoQ
Shares Held
38,286
-3.6% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 46 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in GUG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

OSAIC HOLDINGS, INC. holds $1,138,184,886 across 459 Asset Management names. GUG ranks #276 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in GUG

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $611,810 38,286
2026-03-31 $604,568 39,722
2025-12-31 $698,128 45,540
2025-09-30 $784,368 50,280
2025-06-30 $817,659 52,280
2025-03-31 $787,739 52,272
2024-12-31 $813,120 54,682
2024-09-30 $996,806 60,230
2024-06-30 $952,219 63,779
2024-03-31 $951,531 64,686
2023-12-31 $976,165 66,587
2023-09-30 $1,800,063 133,338
2023-06-30 $797,080 55,507
2023-03-31 $89,154 6,350
2022-12-31 $39,005 2,900
2022-09-30 $56,973 4,420