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Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund | GULDX

Mutual Fund
Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund
Last update 2025-06-26 1 Stocks (1 new)
Value $- Turnover 100 %
Countries:
Top Holdings: SCHW(100.00%)
Guggenheim Active INvestment S... Top Holdings of 2025-03-31 View Full List
Ticker
SCHW
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHW
Charles Schwab Corp
100,000
99.7
New Holding
100.000
+100.00%
0.010
+22.58%
+24.41%
166,216.5
Capital Markets

Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund's Historical Top Holdings Breakdowns

Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund's Top Stock Picks View Full List
Ticker
SCHW
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHW
Charles Schwab Corp
2025-03-31
New Buy
New Buy
+100.00%
â—Ź
71.24 ($78.48) 83.64
$91.48
16.56%
New holding
100,000
100,000

Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund Total Holding History ($B)

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Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund's Asset Allocation

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Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund's Hypothetical Growth since 2025-03-31

Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund's Holdings Heat Map

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Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund's Holdings Bubble Chart

Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund News

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