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

Accurate 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
2023
Q1 		– Sell
-501
Closed -$8.17K – 716
2022
Q4 		$8.17K Buy
+501
New +$7.89K ﹤0.01% 909

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accurate Wealth Management's GOF Position: Q1 2023 in Review

Accurate Wealth Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2023, closing a stake of 501 shares — an estimated $8.17K sold.

Accurate Wealth Management first reported a position in GOF in Q4 2022 and held it in 1 quarter. The position peaked at $8.17K in Q4 2022. 126 funds tracked by Wall St. Rank hold GOF as of Q1 2023.

  • Accurate Wealth Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 501 Guggenheim Strategic Opportunities Fund shares in Q1 2023, an estimated $8.17K.
  • Accurate Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $8.17K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.