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Cornerstone Advisory’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Cornerstone Advisory’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
2022
Q1 		– Sell
-846
Closed -$16K – 425
2021
Q4 		$16K Buy
+846
New +$16.2K ﹤0.01% 558

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Advisory's GOF Position: Q1 2022 in Review

Cornerstone Advisory sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2022, closing a stake of 846 shares — an estimated $16K sold.

Cornerstone Advisory first reported a position in GOF in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 126 funds tracked by Wall St. Rank hold GOF as of Q1 2022.

  • Cornerstone Advisory reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 846 Guggenheim Strategic Opportunities Fund shares in Q1 2022, an estimated $16K.
  • Cornerstone Advisory first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's Guggenheim Strategic Opportunities Fund position peaked at $16K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.