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Coppell Advisory Solutions’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-7,163
Closed -$109K – 944
2024
Q4 		$109K Sell
7,163
-5,837
-45% -$91.7K 0.02% 400
2024
Q3 		$203K Buy
+13,000
New +$200K 0.03% 280

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
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Coppell Advisory Solutions's GOF Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2025, closing a stake of 7,163 shares — an estimated $109K sold.

Coppell Advisory Solutions first reported a position in GOF in Q3 2024 and held it in 2 quarters. The position peaked at $203K in Q3 2024. 173 funds tracked by Wall St. Rank hold GOF as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 7,163 Guggenheim Strategic Opportunities Fund shares in Q1 2025, an estimated $109K.
  • Coppell Advisory Solutions first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Guggenheim Strategic Opportunities Fund position peaked at $203K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.