SEC 13F Intelligence

GIUSXGUGGENHEIM CORE BOND FUND INSTITUTIONAL

CUSIP 40168W624 · Yahoo Finance ↗ · Google Finance ↗

Guggenheim Core Bond Fund Institutional (GIUSX) has 1 institutional holders in Filings Flow’s 13F database, together reporting 936 shares worth $15,455 as of Q4 2025.

Institutional Holders
1
Q4 2025
Reported Value
$15,455
Ticker
GIUSX
Quarters Tracked
4

Ownership Trend

Institutional holders
Q3 ’23: 1Q3 ’23Q2 ’24: 1Q2 ’24Q1 ’25: 1Q1 ’25Q4 ’25: 1Q4 ’25filingsflow.com
Total reported value
Q3 ’23: $16,488Q3 ’23Q2 ’24: $45,469Q2 ’24Q1 ’25: $48,465Q1 ’25Q4 ’25: $15,455Q4 ’25filingsflow.com

Holders

··Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
Ascentis Wealth Management, LLC$508M AUM0.01%$48,4653.0KQ1 2025OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.01%$15,455936Q4 2025

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