Funds holding Guggenheim Taxable M
2 funds declare a position · 2 ETFs and 0 other funds · 3.3M $ · US4016641072
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Invesco CEF Income Composite ETF Invesco Exchange-Traded Fund Trust II | 191,324 | 3M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 2 | UVA Unconstrained Medium-Term Fixed Income ETF SPINNAKER ETF SERIES | 24,328 | 352.8K $ | 0.67 % | as of Mar 31, 2026 · Original filing |
Institutional managers
62 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 3,168,126 | 45.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 589,291 | 8.5M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 483,111 | 7M $ | as of Mar 31, 2026 |
| UBS Group AG | 194,726 | 2.8M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 190,971 | 2.8M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 169,340 | 2.5M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 162,307 | 2.4M $ | as of Mar 31, 2026 |
| Cooper Financial Group | 157,496 | 2.3M $ | as of Mar 31, 2026 |
| Venture Visionary Partners LLC | 141,622 | 2.1M $ | as of Mar 31, 2026 |
| Fiera Capital Corp | 134,396 | 1.9M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 132,334 | 1.9M $ | as of Mar 31, 2026 |
| WHITTIER TRUST CO | 100,514 | 1.4M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 89,385 | 1.3M $ | as of Mar 31, 2026 |
| Savvy Advisors, Inc. | 83,387 | 1.2M $ | as of Mar 31, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | 82,307 | 1.2M $ | as of Mar 31, 2026 |
| Morse Asset Management, Inc | 78,193 | 1.1M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 56,395 | 817.7K $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 55,694 | 807.6K $ | as of Mar 31, 2026 |
| Whipplewood Advisors, LLC | 52,806 | 765.7K $ | as of Mar 31, 2026 |
| Xcel Wealth Management, LLC | 50,116 | 726.7K $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 48,673 | 705.8K $ | as of Mar 31, 2026 |
| OPPENHEIMER & CO INC | 43,610 | 632.3K $ | as of Mar 31, 2026 |
| David J Yvars Group | 32,632 | 465.8K $ | as of Mar 31, 2026 |
| Intellus Advisors LLC | 31,986 | 463.8K $ | as of Mar 31, 2026 |
| Walker Asset Management, LLC | 31,208 | 452.5K $ | as of Mar 31, 2026 |