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Capital Wealth Alliance’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Capital Wealth Alliance’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 		– Sell
-19,093
Closed -$285K – 87
2024
Q2 		$285K Buy
19,093
+1,830
+11% +$26.7K 0.16% 77
2024
Q1 		$247K Buy
17,263
+858
+5% +$11.9K 0.15% 83
2023
Q4 		$210K Buy
16,405
+438
+3% +$5.71K 0.14% 87
2023
Q3 		$236K Buy
15,967
+345
+2% +$5.45K 0.18% 83
2023
Q2 		$248K Sell
15,622
-170
-1% -$2.71K 0.19% 88
2023
Q1 		$255K Buy
15,792
+282
+2% +$4.65K 0.21% 87
2022
Q4 		$236K Buy
15,510
+151
+1% +$2.38K 0.2% 91
2022
Q3 		$235K Sell
15,359
-1,747
-10% -$29.1K 0.19% 93
2022
Q2 		$275K Sell
17,106
-1,227
-7% -$21.7K 0.19% 99
2022
Q1 		$348K Sell
18,333
-241
-1% -$4.52K 0.21% 98
2021
Q4 		$340K Buy
18,574
+7,180
+63% +$137K 0.2% 101
2021
Q3 		$231K Buy
11,394
+1,561
+16% +$33.2K 0.14% 122
2021
Q2 		$205K Buy
+9,833
New +$206K 0.13% 125

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Capital Wealth Alliance's GOF Position: Q3 2024 in Review

Capital Wealth Alliance sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2024, closing a stake of 19,093 shares — an estimated $285K sold.

Capital Wealth Alliance first reported a position in GOF in Q2 2021 and held it in 13 quarters. The position peaked at $348K in Q1 2022. 152 funds tracked by Wall St. Rank hold GOF as of Q3 2024.

  • Capital Wealth Alliance reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Capital Wealth Alliance sold 19,093 Guggenheim Strategic Opportunities Fund shares in Q3 2024, an estimated $285K.
  • Capital Wealth Alliance first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2021 and held it in 13 quarters.
  • Capital Wealth Alliance's Guggenheim Strategic Opportunities Fund position peaked at $348K in Q1 2022.
  • 152 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2024.

Based on Capital Wealth Alliance's 13F filing for Q3 2024, filed 30 Oct 2024.