GUGGENHEIM TAXABLE MUNICP BO
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| COHEN & STEERS, INC. | 100,924 | 140,924 | +40,000 | 0.00 | 0.00 | +0.00 | buy |
| Morse Asset Management, Inc | 49,987 | 78,193 | +28,206 | 0.15 | 0.24 | +0.09 | buy |
| Venture Visionary Partners LLC | 121,622 | 141,622 | +20,000 | 0.06 | 0.07 | +0.01 | buy |
| INVICTUS PRIVATE WEALTH, LLC | 12,506 | 18,456 | +5,950 | 0.01 | 0.02 | +0.01 | buy |
| Cooper Financial Group | 154,826 | 157,496 | +2,670 | 0.25 | 0.23 | -0.01 | buy |
| LaSalle St. Investment Advisors, LLC | 14,895 | 16,159 | +1,264 | 0.04 | 0.03 | -0.00 | buy |
| Intellus Advisors LLC | 31,498 | 31,986 | +488 | 0.06 | 0.06 | +0.00 | buy |
| David J Yvars Group | 33,188 | 32,632 | -556 | 0.27 | 0.26 | -0.00 | sell |
| Dynamic Advisor Solutions LLC | 11,244 | 10,486 | -758 | 0.01 | 0.00 | -0.00 | sell |
| Xcel Wealth Management, LLC | 54,869 | 50,116 | -4,753 | 0.21 | 0.20 | -0.01 | sell |
| Fiera Capital Corp | 140,705 | 134,396 | -6,309 | 0.01 | 0.01 | +0.00 | sell |
| DAYMARK WEALTH PARTNERS, LLC | 95,780 | 82,307 | -13,473 | 0.05 | 0.04 | -0.01 | sell |