Guggenheim Active Allocation Fund(GUG)— Stock Profile, AI Score & Financials

NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings.

Guggenheim Active Allocation Fund (GUG) stock profile, AI quality score, and SEC EDGAR financial data. GUG is not currently included in 13F Pro's AI-ranked quality universe — this company has no xbrl financial filings on file with sec edgar. common for adrs, recent ipos, otc-listed names, and foreign filers that haven't filed 20-f yet. Top institutional holders of GUG by reported 13-F value include MORGAN STANLEY, BANK OF AMERICA, GUGGENHEIM CAPITAL, based on the most recent SEC filings. GUG trades on the NYSE exchange and files with the SEC under CIK 1864208. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate GUG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Guggenheim Active Allocation Fund directly from SEC EDGAR.

Institutions holding GUG

Institutional investors reporting a position in Guggenheim Active Allocation Fund on SEC Form 13F.
InstitutionSharesValueReported
MORGAN STANLEY2,865,899$45.8M2026-06-30
BANK OF AMERICA960,147$15.3M2026-06-30
GUGGENHEIM CAPITAL950,000$15.2M2026-06-30
COHEN & STEERS863,149$13.8M2026-06-30
Atlas Wealth848,495$13.6M2026-06-30
Advisors Asset Management801,539$12.8M2026-06-30
RAYMOND JAMES FINANCIAL781,046$12.5M2026-06-30
Baird Financial Group676,913$10.8M2026-06-30
WELLS FARGO & COMPANY665,643$10.6M2026-06-30
ROYAL BANK OF CANADA498,064$8.0M2026-06-30
GUG

Guggenheim Active Allocation Fund

GUG
NYSESmall CapOther

13F Pro Quality Score

Not in ranked universe

No SEC XBRL data

This company has no XBRL financial filings on file with SEC EDGAR. Common for ADRs, recent IPOs, OTC-listed names, and foreign filers that haven't filed 20-F yet.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

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Top Institutional Holders

as of Q2 2026
$182.56M total
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