GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC EVV — INCOME F COM

Ownership history in GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC  ·  13 quarters on record

AI Ownership Summary

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC reported INCOME F COM (EVV) in 13 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC's position in INCOME F COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
13 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC held EVV — position size vs. price
% of Fund (quarterly)    EVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC and EVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC reported owning EVV?

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC reported EVV across 0 quarterly 13F filings.

What was the largest reported EVV position in GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for EVV in GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC.

What is the latest reported EVV position on this page?

The most recent filing on this page is 2010 Q2, when GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC reported 1,426,386 shares, equal to 0.44% of portfolio, with an estimated market value of $22.8M.

What does the chart on this EVV ownership page compare?

The chart compares GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC's quarterly EVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC time their EVV position?

Based on 13F filing dates vs. subsequent EVV price moves, GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on EVV relative to SPY over the holding period was +20.1%.

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