HGERS
GOF icon

Householder Group Estate & Retirement Specialist’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-1,200
Closed -$18K – 795
2024
Q3 		$18K Hold
1,200
– – 0.01% 713
2024
Q2 		$17K Hold
1,200
– – ﹤0.01% 709
2024
Q1 		$17.2K Hold
1,200
– – 0.01% 703
2023
Q4 		$15K Hold
1,200
– – ﹤0.01% 688
2023
Q3 		$17.7K Buy
+1,200
New +$19K 0.01% 666
2023
Q1 		$19K Buy
+1,200
New +$19.8K 0.01% 642

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GOF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2024, closing a stake of 1,200 shares — an estimated $18K sold.

Householder Group Estate & Retirement Specialist first reported a position in GOF in Q1 2023 and held it in 6 quarters. The position peaked at $19K in Q1 2023. 171 funds tracked by Wall St. Rank hold GOF as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,200 Guggenheim Strategic Opportunities Fund shares in Q4 2024, an estimated $18K.
  • Householder Group Estate & Retirement Specialist first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Guggenheim Strategic Opportunities Fund position peaked at $19K in Q1 2023.
  • 171 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.