GUGGENHEIM TAXABLE MUNICP BO
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 589,739 | 622,428 | +32,689 | 0.19 | 0.20 | +0.01 | buy |
| COHEN & STEERS, INC. | 74,924 | 100,924 | +26,000 | 0.00 | 0.00 | +0.00 | buy |
| Cooper Financial Group | 128,458 | 139,520 | +11,062 | 0.23 | 0.24 | +0.01 | buy |
| Intellus Advisors LLC | 18,806 | 26,525 | +7,719 | 0.04 | 0.06 | +0.01 | buy |
| Whipplewood Advisors, LLC | 52,493 | 52,760 | +267 | 0.43 | 0.54 | +0.11 | buy |
| Belpointe Asset Management LLC | 10,053 | 10,221 | +168 | 0.01 | 0.01 | -0.00 | buy |
| StoneX Group Inc. | 138,843 | 139,007 | +164 | 0.10 | 0.09 | -0.01 | buy |
| David J Yvars Group | 33,699 | 33,091 | -608 | 0.30 | 0.28 | -0.02 | sell |
| LaSalle St. Investment Advisors, LLC | 18,179 | 17,169 | -1,010 | 0.07 | 0.05 | -0.03 | sell |
| JBR Co Financial Management Inc | 33,147 | 32,057 | -1,090 | 0.25 | 0.21 | -0.03 | sell |
| Walker Asset Management, LLC | 35,538 | 32,958 | -2,580 | 0.31 | 0.29 | -0.02 | sell |
| Xcel Wealth Management, LLC | 68,721 | 65,171 | -3,550 | 0.29 | 0.26 | -0.03 | sell |
| Fiera Capital Corp | 111,605 | 106,278 | -5,327 | 0.01 | 0.01 | -0.00 | sell |
| Savvy Advisors, Inc. | 93,881 | 87,232 | -6,649 | 0.09 | 0.06 | -0.03 | sell |
| Dynamic Advisor Solutions LLC | 33,621 | 24,770 | -8,851 | 0.02 | 0.01 | -0.00 | sell |
| Bison Wealth, LLC | 33,121 | 14,054 | -19,067 | 0.04 | 0.02 | -0.02 | sell |