Gradient Investments’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Gradient Investments’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 Q2	–	Sell	-1,495	Closed	-$24.2K	–	1819
2023 Q1	$24.2K	Sell	1,495 -125	-8%	-$2.06K	﹤0.01%	644
2022 Q4	$24.7K	Buy	1,620 +570	+54%	+$8.98K	﹤0.01%	652
2022 Q3	$16K	Buy	+1,050	New	+$17.5K	﹤0.01%	701
2021 Q4	–	Sell	-3,400	Closed	-$65K	–	1269
2021 Q3	$65K	Hold	3,400	–	–	﹤0.01%	443
2021 Q2	$74K	Hold	3,400	–	–	﹤0.01%	416
2021 Q1	$71K	Hold	3,400	–	–	﹤0.01%	414
2020 Q4	$60K	Hold	3,400	–	–	﹤0.01%	378
2020 Q3	$60K	Buy	+3,400	New	+$60K	﹤0.01%	379

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWS

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

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

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

Gradient Investments's GOF Position: Q2 2023 in Review

Gradient Investments sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2023, closing a stake of 1,495 shares — an estimated $24.2K sold.

Gradient Investments first reported a position in GOF in Q3 2020 and held it in 8 quarters. The position peaked at $74K in Q2 2021. 122 funds tracked by Wall St. Rank hold GOF as of Q2 2023.

Gradient Investments reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 1,495 Guggenheim Strategic Opportunities Fund shares in Q2 2023, an estimated $24.2K.
Gradient Investments first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2020 and held it in 8 quarters.
Gradient Investments's Guggenheim Strategic Opportunities Fund position peaked at $74K in Q2 2021.
122 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.