Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 40 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Guggenheim Active Allocation Fund | 62,322 | reported | 06 Mar 2026 | tx 32+65,822−3,500 |
| Fiduciary/Claymore MLP Opportunity Fund | 40,513.19 | reported | 26 Mar 2018 | tx 22+47,637−9,600 |
| Fiduciary/Claymore Dynamic Equity Fund | 16,925 | reported | 25 May 2006 | tx 4+3,900 |
| ADVENT CLAYMORE CONVERTIBLE SECURITIES & INCOME FUND | 15,140 | reported | 17 Oct 2024 | tx 28+37,128.65−30,924.51 |
| Guggenheim Credit Allocation Fund | 12,529.87 | reported | 09 May 2019 | tx 43+35,867−2,011 |
| GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 6,451 | reported | 12 Mar 2026 | tx 81+97,765−200,236.91 |
| Advent/Claymore Global Convertible Securities & Income Fund | 5,700 | reported | 22 Dec 2014 | tx 17+30,410−63,380 |
| ADVENT/CLAYMORE ENHANCED GROWTH & INCOME FUND | 3,828 | reported | 22 Dec 2014 | tx 35+29,425−72,097.11 |
| TS&W / CLAYMORE TAX-ADVANTAGED BALANCED FUND | 1,416 | reported | 22 Apr 2005 | tx 1+1,000 |
| Claymore/Raymond James SB-1 Equity Fund | 830 | reported | 11 Jan 2007 | tx 2+830 |
3 purchases reported after at least 12 months of silence — most recent on 30 Oct 2025.