Guggenheim S&P 500 Equal Weigh - 78355W106
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sterling Investment Advisors, Ltd. | History | Reduced | 19,748 | 4,107 | 0.68% | 0.71% | 1 | -201 | -1.01% | Q3 2026 | Oct 27, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 4,348 | 925 | 0.34% | 0.34% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 1,150 | 244 | 0.1% | 0.1% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Byrne Asset Management LLC | History | No change | 102 | 21 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |