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Guggenheim EQ Weight Enhanc

CUSIP: 40167M106 | 52 institutional holders

Quarters

Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q4 2016

Shaker Financial Services, LLC321,450
0.3% of portfolio›$5.3K
Royal Bank of Canada250,164
0.0% of portfolio›$4.1K
Blue Bell Private Wealth Management, LLC145,488
1.5% of portfolio›$2.4K
Relative Value Partners Group, LLC140,757
0.2% of portfolio›$2.3K
Advisors Asset Management, Inc.139,414
0.0% of portfolio›$2.3K
Wells Fargo & Company124,686
0.0% of portfolio›$2.0K
Guggenheim Capital LLC112,374
0.0% of portfolio›$1.8K
UBS Group AG90,324
0.0% of portfolio›$1.5K
Raymond James & Associates55,383
0.0% of portfolio›$907
Wedbush Securities Inc49,664
0.0% of portfolio›$813
Bank of America Corp36,121
0.0% of portfolio›$591
SIT Investment Associates Inc27,084
0.0% of portfolio›$443
Raymond James Financial Services Advisors, Inc.20,693
0.0% of portfolio›$339
BB&T Securities, LLC17,937
0.0% of portfolio›$301
Ameriprise Financial Inc14,864
0.0% of portfolio›$243
Invesco Ltd.14,676
0.0% of portfolio›$240
LPL Financial LLC13,262
0.0% of portfolio›$218
Benjamin F. Edwards & Company, Inc.11,750
0.0% of portfolio›$192
Janney Montgomery Scott LLC11,380
0.0% of portfolio›$186
Citigroup Inc5,886
0.0% of portfolio›$96
Thomas J. Herzfeld Advisors, Inc.4,571
0.0% of portfolio›$75
Global Retirement Partners, LLC3,000
0.0% of portfolio›$49
Advisor Group, Inc.2,600
0.0% of portfolio›$43
Ladenburg Thalmann Financial Services Inc2,054
0.0% of portfolio›$34
Morgan Stanley1,442
0.0% of portfolio›$24
IFP Advisors, Inc1,074
0.0% of portfolio›$18
JPMorgan Chase & Co123
0.0% of portfolio›$2
Next Financial Group, Inc0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Shaker Financial Services, LLC
321,450$5.3K0.3%YieldHighArlington, VA2017-02-08
Royal Bank of Canada
250,164$4.1K0.0%CoreLowToronto, Australia2017-02-14
Blue Bell Private Wealth Management, LLC
145,488$2.4K1.5%YieldVery LowBlue Bell, PA2017-01-30
Relative Value Partners Group, LLC
140,757$2.3K0.2%YieldVery LowNorthbrook, IL2017-02-10
Advisors Asset Management, Inc.
139,414$2.3K0.0%ValueMediumMonument, CO2017-02-09
Wells Fargo & Company
124,686$2.0K0.0%CoreLowSan Francisco, CA2017-02-01
Guggenheim Capital LLC
112,374$1.8K0.0%CoreLowChicago, IL2017-02-14
UBS Group AG
90,324$1.5K0.0%CoreMediumZurich, Switzerland2017-02-14
Raymond James & Associates
55,383$9070.0%N/AN/ASt Petersburg, FL2017-02-14
Wedbush Securities Inc
49,664$8130.0%CoreLowPasadena, CA2017-01-25
Bank of America Corp
36,121$5910.0%CoreLowCharlotte, NC2017-02-14
SIT Investment Associates Inc
27,084$4430.0%YieldLowMinneapolis, MN2017-01-19
Raymond James Financial Services Advisors, Inc.
20,693$3390.0%GrowthVery LowSt. Petersburg, FL2017-02-09
BB&T Securities, LLC
17,937$3010.0%N/AN/ARichmond, VA2017-02-07
Ameriprise Financial Inc
14,864$2430.0%CoreMediumMinneapolis, MN2017-02-03
Invesco Ltd.
14,676$2400.0%GrowthLowAtlanta, GA2017-02-14
LPL Financial LLC
13,262$2180.0%IndexVery LowFort Mill, SC2017-02-13
Benjamin F. Edwards & Company, Inc.
11,750$1920.0%N/AN/ASt. Louis, MO2017-01-18
Janney Montgomery Scott LLC
11,380$1860.0%CoreLowPhiladelphia, PA2017-02-13
Citigroup Inc
5,886$960.0%CoreMediumNew York, NY2017-02-10
Thomas J. Herzfeld Advisors, Inc.
4,571$750.0%YieldHighMiami Beach, FL2017-02-14
Global Retirement Partners, LLC
3,000$490.0%CoreLowSan Rafael, CA2018-08-10
Advisor Group, Inc.
2,600$430.0%N/AN/APhoenix, AZ2017-11-02
Ladenburg Thalmann Financial Services Inc
2,054$340.0%N/AN/AMiami, FL2017-02-14
Morgan Stanley
1,442$240.0%CoreLowNew York, NY2017-02-22
IFP Advisors, Inc
1,074$180.0%GrowthLowTampa, FL2019-06-03
JPMorgan Chase & Co
123$20.0%GrowthMediumNew York, NY2017-02-06
Next Financial Group, Inc
0$00.0%N/AN/AHouston, TX2017-02-02