Clear Creek Financial Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Clear Creek Financial 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
2024 Q3	–	Sell	-11,024	Closed	-$164K	–	469
2024 Q2	$164K	Sell	11,024 -500	-4%	-$7.29K	0.02%	429
2024 Q1	$165K	Buy	11,524 +400	+4%	+$5.55K	0.02%	406
2023 Q4	$142K	Sell	11,124 -650	-6%	-$8.48K	0.02%	330
2023 Q3	$174K	Buy	11,774 +77	+0.7%	+$1.22K	0.03%	305
2023 Q2	$186K	Sell	11,697 -92	-0.8%	-$1.47K	0.03%	306
2023 Q1	$191K	Sell	11,789 -3,563	-23%	-$58.8K	0.04%	283
2022 Q4	$234K	Sell	15,352 -883	-5%	-$13.9K	0.05%	243
2022 Q3	$249K	Buy	16,235 +471	+3%	+$7.84K	0.05%	222
2022 Q2	$254K	Sell	15,764 -62	-0.4%	-$1.1K	0.05%	238
2022 Q1	$301K	Buy	15,826 +714	+5%	+$13.4K	0.05%	250
2021 Q4	$277K	Buy	+15,112	New	+$289K	0.04%	263

Other funds holding GOF

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Clear Creek Financial Management's GOF Position: Q3 2024 in Review

Clear Creek Financial Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2024, closing a stake of 11,024 shares — an estimated $164K sold.

Clear Creek Financial Management first reported a position in GOF in Q4 2021 and held it in 11 quarters. The position peaked at $301K in Q1 2022. 152 funds tracked by Wall St. Rank hold GOF as of Q3 2024.

Clear Creek Financial Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2024 after selling out during the quarter.
Clear Creek Financial Management sold 11,024 Guggenheim Strategic Opportunities Fund shares in Q3 2024, an estimated $164K.
Clear Creek Financial Management first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2021 and held it in 11 quarters.
Clear Creek Financial Management's Guggenheim Strategic Opportunities Fund position peaked at $301K in Q1 2022.
152 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2024.

Based on Clear Creek Financial Management's 13F filing for Q3 2024, filed 29 Oct 2024.