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Guggenheim Defined P Unit 2098 Dividend Growth Port SER 19 Monthly RE
Q3 2025 vs Q4 2025
Comparing institutional holders between quarters
Quarters
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
0
Increased
0
Decreased
1
Unchanged
0
No Data
Sort by
Q4 2025 shares — high to low
Q4 2025 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q4 2025 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Financial Gravity Wealth, Inc.
UNCHANGED
Shares
21,599
from 21,599
Change
0
(0%)
Value
$280.4K
(+$4.3K)
Filed 2026-02-13
Institution
Status
Q4 2025 ↓
Q3 2025
Change
% Change
Q3 2025 Value
Q4 2025 Value
Value Change
Filed
Financial Gravity Wealth, Inc.
UNCHANGED
21,599
21,599
0
0%
$276.1K
$280.4K
+$4.3K
2026-02-13
Showing 1 of 1 institutions