Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| ADVENT CLAYMORE CONVERTIBLE SECURITIES & INCOME FUND | 14,657 | reported | 17 Oct 2024 | tx 9+7,111.84−1,474 |
| GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 5,010 | reported | 18 Dec 2025 | tx 2+912 |
| Advent/Claymore Global Convertible Securities & Income Fund | 4,337 | reported | 23 Dec 2013 | tx 3+3,498 |
| ADVENT/CLAYMORE ENHANCED GROWTH & INCOME FUND | 3,585 | reported | 23 Dec 2013 | tx 4+2,721−673 |
| Old Mutual/Claymore Long-Short Fund (f.k.a. Analytic Covered Call Plus Fund) | 3,464 | reported | 20 Mar 2017 | tx 5+3,158−605 |
| Guggenheim Active Allocation Fund | 2,426 | reported | 18 Dec 2025 | tx 3+2,426 |
| Guggenheim Equal Weight Enhanced Equity Income Fund | 595 | reported | 02 Feb 2012 | tx 1+595 |
| Fiduciary/Claymore MLP Opportunity Fund | 549 | reported | 04 Jun 2008 | tx 2+650−601 |
| MBIA CAPITAL CLAYMORE MAN DUR INV GRD MUNI FUND | 546 | reported | 04 Jun 2008 | tx 3+1,150−604 |
| DREMAN CLAYMORE DIVIDEND & INCOME FUND | 531 | reported | 04 Jun 2008 | tx 4+1,700−669 |
6 purchases reported after at least 12 months of silence — most recent on 17 Oct 2024.