Destiny Wealth Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Destiny Wealth Partners’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 Q1	–	Sell	-3,925	Closed	-$59.7K	–	355
2022 Q4	$59.7K	Hold	3,925	–	–	0.01%	272
2022 Q3	$60K	Hold	3,925	–	–	0.01%	261
2022 Q2	$63K	Sell	3,925 -2,575	-40%	-$45.6K	0.01%	260
2022 Q1	$124K	Buy	+6,500	New	+$122K	0.02%	204

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

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

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

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Destiny Wealth Partners's GOF Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2023, closing a stake of 3,925 shares — an estimated $59.7K sold.

Destiny Wealth Partners first reported a position in GOF in Q1 2022 and held it in 4 quarters. The position peaked at $124K in Q1 2022. 126 funds tracked by Wall St. Rank hold GOF as of Q1 2023.

Destiny Wealth Partners reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 3,925 Guggenheim Strategic Opportunities Fund shares in Q1 2023, an estimated $59.7K.
Destiny Wealth Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2022 and held it in 4 quarters.
Destiny Wealth Partners's Guggenheim Strategic Opportunities Fund position peaked at $124K in Q1 2022.
126 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.