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ACG Wealth’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-3,731
Closed -$60K – 547
2022
Q2 		$60K Buy
+3,731
New +$66.1K 0.01% 411

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ACG Wealth's GOF Position: Q3 2022 in Review

ACG Wealth sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2022, closing a stake of 3,731 shares — an estimated $60K sold.

ACG Wealth first reported a position in GOF in Q2 2022 and held it in 1 quarter. The position peaked at $60K in Q2 2022. 123 funds tracked by Wall St. Rank hold GOF as of Q3 2022.

  • ACG Wealth reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 3,731 Guggenheim Strategic Opportunities Fund shares in Q3 2022, an estimated $60K.
  • ACG Wealth first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Guggenheim Strategic Opportunities Fund position peaked at $60K in Q2 2022.
  • 123 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.