Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 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 |
|---|---|---|---|---|
| Bowhead Specialty Holdings Inc. | 43,495 | reported | 30 Apr 2026 | tx 3+14,798 |
| KELLY SERVICES INC | 22,350.92 | reported | 07 May 2026 | tx 6+36,492.2 |
| Guggenheim Build America Bonds Managed Duration Trust | 9,830 | reported | 30 Nov 2020 | tx 1+400 |
| Guggenheim Active Allocation Fund | 3,356.1 | reported | 03 Sept 2024 | tx 10+3,390.31 |
| Fiduciary/Claymore MLP Opportunity Fund | 2,000 | reported | 29 Nov 2019 | tx 1+2,000 |
| GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 1,931.93 | reported | 03 Sept 2024 | tx 6+2,043.85−100 |
| INFINITY PROPERTY & CASUALTY CORP | 0 | reported | 02 Jul 2018 | tx 5+3,583−3,636 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 May 2026 | GRANT_AWARD | KELLY SERVICES INC | 15,463.92 | 9.70 USD | deriv |
| 07 May 2026 | GRANT_AWARD | KELLY SERVICES INC | 10,309.28 | 9.70 USD | deriv |
| 30 Apr 2026 | GRANT_AWARD | Bowhead Specialty Holdings Inc. | 6,722 | 0.00 USD | |
| 17 Mar 2026 | GRANT_AWARD | KELLY SERVICES INC | 3,155 | 8.51 USD | deriv |
| 04 Mar 2026 | PURCHASE | KELLY SERVICES INC | 100 | 14.77 USD | first after silence |
| 30 Jan 2026 | GRANT_AWARD | KELLY SERVICES INC | 3,732 | 10.79 USD | |
| 01 May 2025 | GRANT_AWARD | Bowhead Specialty Holdings Inc. | 4,038 | 0.00 USD | |
| 03 Sept 2024 | PURCHASE | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 443 | 15.36 USD | |
| 03 Sept 2024 | PURCHASE | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 500 | 15.37 USD | |
| 03 Sept 2024 | PURCHASE | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 0.85 | 15.37 USD | |
| 03 Sept 2024 | PURCHASE | Guggenheim Active Allocation Fund | 907 | 15.94 USD | |
| 03 Sept 2024 | PURCHASE | Guggenheim Active Allocation Fund | 0.43 | 15.99 USD | anomaly |
| 03 Sept 2024 | PURCHASE | Guggenheim Active Allocation Fund | 2 | 15.93 USD | |
| 23 Oct 2023 | PURCHASE | Guggenheim Active Allocation Fund | 775 | 12.90 USD | |
| 12 Oct 2023 | SALE | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 100 | 13.70 USD | |
| 28 Sept 2023 | PURCHASE | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 100 | 14.80 USD | |
| 02 Dec 2022 | PURCHASE | Guggenheim Active Allocation Fund | 353.1 | 14.16 USD | |
| 26 Nov 2021 | PURCHASE | Guggenheim Active Allocation Fund | 0.68 | 20.01 USD | |
| 26 Nov 2021 | PURCHASE | Guggenheim Active Allocation Fund | 999 | 20.01 USD | |
| 04 Jun 2021 | PURCHASE | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 1,000 | 21.27 USD | |
| 30 Nov 2020 | PURCHASE | Guggenheim Build America Bonds Managed Duration Trust | 400 | 24.58 USD | first after silence |
| 29 Nov 2019 | PURCHASE | Fiduciary/Claymore MLP Opportunity Fund | 2,000 | 7.10 USD | |
| 02 Jul 2018 | OTHER | INFINITY PROPERTY & CASUALTY CORP | 3,636 | — | |
| 01 Jun 2017 | GRANT_AWARD | INFINITY PROPERTY & CASUALTY CORP | 835 | 0.00 USD | |
| 01 Jun 2016 | GRANT_AWARD | INFINITY PROPERTY & CASUALTY CORP | 844 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 04 Mar 2026.