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

Baystate 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 Q4	$7.79K	Buy	+608	New	+$7.93K	﹤0.01%	785

Other funds holding GOF

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

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

PCIA

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

VCP

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baystate Wealth Management's GOF Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q4 2023: 608 shares worth $7.79K. The stake represents ﹤0.01% of the portfolio and ranks #785 among its holdings.

137 funds tracked by Wall St. Rank hold GOF as of Q4 2023.

Baystate Wealth Management held 608 shares of Guggenheim Strategic Opportunities Fund worth $7.79K as of Q4 2023.
Guggenheim Strategic Opportunities Fund was a new Baystate Wealth Management position in Q4 2023.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #785 holding.
137 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.