9258 Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

9258 Wealth Management’s Portfolio GOF Stock Details GOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$335K	Sell	21,259 -671	-3%	-$10.3K	0.05%	259
2024 Q2	$327K	Hold	21,930	–	–	0.05%	251
2024 Q1	$314K	Sell	21,930 -249	-1%	-$3.46K	0.05%	266
2023 Q4	$284K	Sell	22,179 -1,201	-5%	-$15.7K	0.05%	263
2023 Q3	$346K	Buy	23,380 +201	+0.9%	+$3.18K	0.07%	225
2023 Q2	$369K	Sell	23,179 -1	-0%	-$16	0.07%	227
2023 Q1	$375K	Hold	23,180	–	–	0.08%	221
2022 Q4	$353K	Sell	23,180 -141	-0.6%	-$2.22K	0.08%	221
2022 Q3	$358K	Sell	23,321 -1,632	-7%	-$27.2K	0.09%	212
2022 Q2	$401K	Buy	24,953 +90	+0.4%	+$1.59K	0.1%	205
2022 Q1	$473K	Buy	24,863 +265	+1%	+$4.97K	0.11%	197
2021 Q4	$451K	Buy	+24,598	New	+$471K	0.1%	210

Other funds holding GOF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

9258 Wealth Management's GOF Position: Q3 2024 in Review

9258 Wealth Management reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 3.1% in Q3 2024, selling an estimated $10.3K and leaving 21,259 shares worth $335K. The position accounts for 0.05% of the portfolio, ranked #259.

9258 Wealth Management first reported a position in GOF in Q4 2021 and has held it in 12 quarters since. The position peaked at $473K in Q1 2022. 152 funds tracked by Wall St. Rank hold GOF as of Q3 2024.

9258 Wealth Management held 21,259 shares of Guggenheim Strategic Opportunities Fund worth $335K as of Q3 2024.
9258 Wealth Management sold 671 Guggenheim Strategic Opportunities Fund shares in Q3 2024, an estimated $10.3K.
Guggenheim Strategic Opportunities Fund made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #259 holding.
9258 Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2021 and has held it in 12 quarters since.
9258 Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $473K in Q1 2022.
152 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.