Avalon Investment & Advisory - GUGGENHEIM TAXABLE MUN MNGD ownership

GUGGENHEIM TAXABLE MUN MNGD's ticker is GBAB and the CUSIP is 401664107. A total of 62 filers reported holding GUGGENHEIM TAXABLE MUN MNGD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Avalon Investment & Advisory ownership history of GUGGENHEIM TAXABLE MUN MNGD
ValueSharesWeighting
Q2 2021$213,000
+5.4%
8,6170.0%0.01%0.0%
Q1 2021$202,000
-8.2%
8,6170.0%0.01%
+25.0%
Q4 2020$220,000
+8.4%
8,6170.0%0.00%
-20.0%
Q3 2020$203,000
+1.5%
8,6170.0%0.01%0.0%
Q2 2020$200,000
-2.0%
8,6170.0%0.01%
+25.0%
Q4 2019$204,000
-1.0%
8,6170.0%0.00%
-20.0%
Q3 2019$206,000
-0.5%
8,6170.0%0.01%0.0%
Q2 2019$207,000
-5.0%
8,617
-14.8%
0.01%
-28.6%
Q1 2018$218,000
-5.2%
10,1170.0%0.01%0.0%
Q4 2017$230,00010,1170.01%
Other shareholders
GUGGENHEIM TAXABLE MUN MNGD shareholders Q3 2023
NameSharesValueWeighting ↓
KENFARB & CO. 68,330$1,061,8420.97%
Walker Asset Management, LLC 46,313$719,7110.64%
David J Yvars Group 47,496$734,9750.61%
Cooper Financial Group 130,180$2,022,9990.49%
REGATTA CAPITAL GROUP, LLC 77,059$1,197,4960.38%
Xcel Wealth Management, LLC 60,043$933,0680.37%
INVICTUS PRIVATE WEALTH, LLC 149,478$2,322,8860.25%
Farther Finance Advisors, LLC 84,309$1,310,1590.21%
Fortitude Advisory Group L.L.C. 18,730$291,0640.20%
Bramshill Investments, LLC 95,942$1,490,9390.17%
View complete list of GUGGENHEIM TAXABLE MUN MNGD shareholders