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Guggenheim Defined P Unit 2148 Divid Growth Port SER 20 Monthly Cash
Q1 2026 vs Q2 2026
Comparing institutional holders between quarters
Quarters
Q2 2026
Q1 2026
Q2 2025
Q1 2025
Q4 2024
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
1
New
0
Closed
0
Increased
0
Decreased
0
Unchanged
1
No Data
Sort by
Q2 2026 shares — high to low
Q2 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q2 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Financial Gravity Companies, Inc.
NEW
Shares
547
Change
+547
Value
$7.7K
Filed 2026-08-05
Financial Gravity Wealth, Inc.
N/A
Shares
—
from 547
Change
-547
(-100%)
Value
—
Institution
Status
Q2 2026 ↓
Q1 2026
Change
% Change
Q1 2026 Value
Q2 2026 Value
Value Change
Filed
Financial Gravity Companies, Inc.
NEW
547
—
+547
—
—
$7.7K
—
2026-08-05
Financial Gravity Wealth, Inc.
N/A
—
547
-547
-100%
$7.2K
—
—
—
Showing 2 of 2 institutions