Golden State Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Golden State Wealth Management’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
2020 Q2	–	Sell	-300	Closed	-$5K	–	477
2020 Q1	$5K	Buy	+300	New	+$5.26K	﹤0.01%	735
2019 Q4	–	Sell	-300	Closed	-$6K	–	405
2019 Q3	$6K	Hold	300	–	–	﹤0.01%	826
2019 Q2	$6K	Hold	300	–	–	﹤0.01%	833
2019 Q1	$6K	Buy	+300	New	+$5.86K	﹤0.01%	861

Other funds holding GOF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Golden State Wealth Management's GOF Position: Q2 2020 in Review

Golden State Wealth Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2020, closing a stake of 300 shares — an estimated $5K sold.

Golden State Wealth Management first reported a position in GOF in Q1 2019 and held it in 4 quarters. The position peaked at $6K in Q3 2019. 61 funds tracked by Wall St. Rank hold GOF as of Q2 2020.

Golden State Wealth Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 300 Guggenheim Strategic Opportunities Fund shares in Q2 2020, an estimated $5K.
Golden State Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $6K in Q3 2019.
61 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.