Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Guggenheim Strategic Opportunities Fund includono 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., e Total Investment Management Inc .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
