Vault-13

GUGGENHEIM DEFINED P UNIT 2098 DIVIDEND GROWTH PORT SER 19 MONTHLY RE

UIT STOCK · CUSIP 40176W319

0 institutional holders -1 vs Q4 2025
—reported value*
0 new 0 added 0 reduced 1 sold out net sold ≈ $280.4k (-21.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

001Q4 24: 1Q1 25: 1Q2 25: 1Q3 25: 1Q4 25: 1Q1 26: 00Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26
Numbers
QuarterHolders
Q4 20241
Q1 20251
Q2 20251
Q3 20251
Q4 20251
Q1 20260

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
101Q1 25: 0 bought or addedQ1 25: 0 cut or sold outQ1 25Q2 25: 0 bought or addedQ2 25: 0 cut or sold outQ2 25Q3 25: 0 bought or addedQ3 25: 0 cut or sold outQ3 25Q4 25: 0 bought or addedQ4 25: 0 cut or sold outQ4 25Q1 26: 0 bought or addedQ1 26: 1 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q1 202500
Q2 202500
Q3 202500
Q4 202500
Q1 202601

Biggest buyers

None

Biggest sellers

Financial Gravity Asset Management, Inc. Sold out -21,599-21.6k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change