Golden State Wealth Management’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Golden State Wealth Management’s Portfolio GPM Stock Details GPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-600	Closed	-$3K	–	1066
2020 Q1	$3K	Buy	+600	New	+$4.33K	﹤0.01%	838
2019 Q4	–	Sell	-600	Closed	-$5K	–	1123
2019 Q3	$5K	Hold	600	–	–	﹤0.01%	876
2019 Q2	$4K	Hold	600	–	–	﹤0.01%	924
2019 Q1	$5K	Buy	+600	New	+$4.61K	﹤0.01%	925

Other funds holding GPM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RJFSA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Golden State Wealth Management sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q2 2020, closing a stake of 600 shares — an estimated $3K sold.

Golden State Wealth Management first reported a position in GPM in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q3 2019. 53 funds tracked by Wall St. Rank hold GPM as of Q2 2020.

Golden State Wealth Management reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 600 Guggenheim Enhanced Equity Income Fund shares in Q2 2020, an estimated $3K.
Golden State Wealth Management first reported a position in Guggenheim Enhanced Equity Income Fund in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's Guggenheim Enhanced Equity Income Fund position peaked at $5K in Q3 2019.
53 funds tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q2 2020.

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