Creative Planning - 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
Creative Planning ownership history of GUGGENHEIM TAXABLE MUN MNGD
ValueSharesWeighting
Q3 2023$4,756
-32.1%
306
+2.0%
0.00%
Q2 2017$7,0000.0%300
-0.3%
0.00%
Q1 2017$7,000
+16.7%
301
+0.3%
0.00%
Q4 2016$6,000
-14.3%
3000.0%0.00%
Q3 2016$7,0000.0%3000.0%0.00%
Q2 2016$7,0000.0%3000.0%0.00%
Q1 2016$7,000
+16.7%
3000.0%0.00%
Q4 2015$6,000
-91.5%
300
-91.0%
0.00%
-100.0%
Q3 2015$71,0003,3350.00%
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