Guggenheim Equal Weight Enhanced (GEQ) : Blue Bell Private Wealth Management reduced its stake in Guggenheim Equal Weight Enhanced by 1.84% during the most recent quarter end. The investment management company now holds a total of 81,208 shares of Guggenheim Equal Weight Enhanced which is valued at $1,302,576 after selling 1,523 shares in Guggenheim Equal Weight Enhanced , the firm said in a disclosure report filed with the SEC on Oct 14, 2016.Guggenheim Equal Weight Enhanced makes up approximately 0.77% of Blue Bell Private Wealth Management’s portfolio.
Guggenheim Equal Weight Enhanced Equity Income Fund (the Fund) is a diversified closed-end management investment company. The Fund’s investment objective is to provide a high level of risk-adjusted total return with an emphasis on current income. Normally the Fund invests substantially all of its managed assets in a portfolio of common stocks included in the S&P 500 Equal Weight Index in equal weight and/or other securities or financial instruments that are intended to correlate with or replicate exposure to the Index. In addition the Fund utilizes a call option writing strategy to seek to generate current income and potentially mitigate overall portfolio volatility. Guggenheim Funds Investment Advisors LLC is the Fund’s investment adviser.