BDO Wealth Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

BDO Wealth Advisors’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 Q2	$795K	Hold	50,000	–	–	0.09%	147
2023 Q1	$809K	Hold	50,000	–	–	0.1%	137
2022 Q4	$761K	Hold	50,000	–	–	0.09%	143
2022 Q3	$768K	Hold	50,000	–	–	0.1%	140
2022 Q2	$804K	Buy	+50,000	New	+$886K	0.1%	142

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

BDO Wealth Advisors's GOF Position: Q2 2023 in Review

BDO Wealth Advisors held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q2 2023 at 50,000 shares worth $795K. The position accounts for 0.09% of the portfolio, ranked #147.

BDO Wealth Advisors first reported a position in GOF in Q2 2022 and has held it in 5 quarters since. The position peaked at $809K in Q1 2023. 122 funds tracked by Wall St. Rank hold GOF as of Q2 2023.

BDO Wealth Advisors held 50,000 shares of Guggenheim Strategic Opportunities Fund worth $795K as of Q2 2023.
BDO Wealth Advisors left its Guggenheim Strategic Opportunities Fund share count unchanged in Q2 2023.
Guggenheim Strategic Opportunities Fund made up 0.09% of BDO Wealth Advisors's portfolio in Q2 2023, its #147 holding.
BDO Wealth Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2022 and has held it in 5 quarters since.
BDO Wealth Advisors's Guggenheim Strategic Opportunities Fund position peaked at $809K in Q1 2023.
122 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.