REGATTA CAPITAL GROUP, LLC - 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
REGATTA CAPITAL GROUP, LLC ownership history of GUGGENHEIM TAXABLE MUN MNGD
ValueSharesWeighting
Q3 2023$1,197,496
-11.7%
77,059
-7.4%
0.38%
-11.8%
Q2 2023$1,356,822
-3.8%
83,241
-3.4%
0.43%
-14.1%
Q1 2023$1,409,964
+0.0%
86,1840.0%0.50%0.0%
Q4 2022$1,409,960
+12.5%
86,184
+22.3%
0.50%
-2.0%
Q3 2022$1,253,000
+35.8%
70,447
+35.7%
0.51%
+16.4%
Q2 2022$923,000
-29.2%
51,902
-20.7%
0.44%
-2.2%
Q1 2022$1,303,000
-8.0%
65,488
+9.7%
0.45%
-9.1%
Q4 2021$1,417,00059,7240.50%
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