Creative Financial Designs’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Creative Financial Designs’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	-32	Closed	-$492	–	1702
2024 Q2	$481	Hold	32	–	–	﹤0.01%	1580
2024 Q1	$457	Hold	32	–	–	﹤0.01%	1601
2023 Q4	$404	Sell	32 -250	-89%	-$3.26K	﹤0.01%	1548
2023 Q3	$4.18K	Buy	282 +9	+3%	+$142	﹤0.01%	1216
2023 Q2	$4.34K	Buy	273 +9	+3%	+$144	﹤0.01%	1205
2023 Q1	$4.26K	Sell	264 -6,221	-96%	-$103K	﹤0.01%	1154
2022 Q4	$98.7K	Sell	6,485 -911	-12%	-$14.4K	0.01%	454
2022 Q3	$114K	Sell	7,396 -3,920	-35%	-$65.3K	0.02%	411
2022 Q2	$182K	Sell	11,316 -929	-8%	-$16.5K	0.03%	309
2022 Q1	$233K	Buy	12,245 +2,245	+22%	+$42.1K	0.04%	271
2021 Q4	$183K	Buy	+10,000	New	+$191K	0.03%	324

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

Creative Financial Designs's GOF Position: Q3 2024 in Review

Creative Financial Designs sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2024, closing a stake of 32 shares — an estimated $492 sold.

Creative Financial Designs first reported a position in GOF in Q4 2021 and held it in 11 quarters. The position peaked at $233K in Q1 2022. 152 funds tracked by Wall St. Rank hold GOF as of Q3 2024.

Creative Financial Designs reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2024 after selling out during the quarter.
Creative Financial Designs sold 32 Guggenheim Strategic Opportunities Fund shares in Q3 2024, an estimated $492.
Creative Financial Designs first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2021 and held it in 11 quarters.
Creative Financial Designs's Guggenheim Strategic Opportunities Fund position peaked at $233K in Q1 2022.
152 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2024.

Based on Creative Financial Designs's 13F filing for Q3 2024, filed 28 Oct 2024.