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Guggenheim Core Bond FUN

Q1 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q1 2025Q2 2024Q3 2023Q2 2019
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Garton & Associates Financial Advisors LLC
NEW
Shares936
Change+936
Value$15.5K
Filed 2026-02-18
Ascentis Wealth Management, LLC
CLOSED
Shares0 from 2,956
Change-2,956 (-100%)
Value$0 (-$48.5K)
Filed 2026-01-14
Status
Garton & Associates Financial Advisors LLC
NEW936—+936——$15.5K—2026-02-18
Ascentis Wealth Management, LLC
CLOSED02,956-2,956-100%$48.5K$0-$48.5K2026-01-14
Showing 2 of 2 institutions