SEC 13F Intelligence

Guggenheim Enhanced Sh

CUSIP 18383M654

Guggenheim Enhanced Sh has 3 institutional holders in Filings Flow’s 13F database, together reporting 1.4K shares worth $50,000 as of Q2 2021. The largest reported holders are C M Bidwell & Associates Ltd, Alphamark Advisors, LLC, and Sonora Investment Management, LLC.

Institutional Holders
2
Q2 2021
Reported Value
$50,000
Ticker
unmapped
private placement or foreign
Quarters Tracked
5

Ownership Trend

Institutional holders
Q4 ’18: 3Q4 ’18Q1 ’19: 2Q1 ’19Q2 ’19: 2Q2 ’19Q3 ’19: 3Q3 ’19Q2 ’21: 2Q2 ’21filingsflow.com
Total reported value
Q4 ’18: $10MQ4 ’18Q1 ’19: $467,000Q1 ’19Q2 ’19: $427,000Q2 ’19Q3 ’19: $2MQ3 ’19Q2 ’21: $50,000Q2 ’21filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
C M BIDWELL & ASSOCIATES LTD$214M AUM0.28%$377,0007.5KQ1 2021OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.02%$50,0001.4KQ2 2021
Sonora Investment Management, LLC$798M AUM0.01%$83,0001.6KQ1 2021OLDER
IFP Advisors, Inc$4.8B AUM$00Q2 2021

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.