Cornerstone Retirement Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Cornerstone Retirement Group’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 Q3	$987K	Buy	+66,737	New	+$1.05M	0.28%	10

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

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

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

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

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Cornerstone Retirement Group's GOF Position: Q3 2023 in Review

Cornerstone Retirement Group opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q3 2023: 66,737 shares worth $987K. The stake represents 0.28% of the portfolio and ranks #10 among its holdings.

126 funds tracked by Wall St. Rank hold GOF as of Q3 2023.

Cornerstone Retirement Group held 66,737 shares of Guggenheim Strategic Opportunities Fund worth $987K as of Q3 2023.
Guggenheim Strategic Opportunities Fund was a new Cornerstone Retirement Group position in Q3 2023.
Guggenheim Strategic Opportunities Fund made up 0.28% of Cornerstone Retirement Group's portfolio in Q3 2023, its #10 holding.
126 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.