GUGGENHEIM S&P 500 PURE GROWTH - 78355W403
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Shakespeare Wealth Management, LLC | History | New | 63,628 | 2,973 | 0.7% | — | 1 | +63,628 | New | Q1 2026 | Apr 30, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 6,000 | 280 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |