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EP Wealth Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-14,543
Closed -$276K – 660
2022
Q1 		$276K Buy
+14,543
New +$273K 0.01% 501
2021
Q1 		– Sell
-11,000
Closed -$213K – 499
2020
Q4 		$213K Buy
+11,000
New +$203K 0.01% 399

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EP Wealth Advisors's GOF Position: Q2 2022 in Review

EP Wealth Advisors sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2022, closing a stake of 14,543 shares — an estimated $276K sold.

EP Wealth Advisors first reported a position in GOF in Q4 2020 and held it in 2 quarters. The position peaked at $276K in Q1 2022. 122 funds tracked by Wall St. Rank hold GOF as of Q2 2022.

  • EP Wealth Advisors reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 14,543 Guggenheim Strategic Opportunities Fund shares in Q2 2022, an estimated $276K.
  • EP Wealth Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2020 and held it in 2 quarters.
  • EP Wealth Advisors's Guggenheim Strategic Opportunities Fund position peaked at $276K in Q1 2022.
  • 122 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2022.

Based on EP Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.