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Imprint Wealth’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Imprint Wealth’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
Q1 		$202K Buy
+14,171
New +$197K 0.05% 286

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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Imprint Wealth's GOF Position: Q1 2024 in Review

Imprint Wealth opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q1 2024: 14,171 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #286 among its holdings.

141 funds tracked by Wall St. Rank hold GOF as of Q1 2024.

  • Imprint Wealth held 14,171 shares of Guggenheim Strategic Opportunities Fund worth $202K as of Q1 2024.
  • Guggenheim Strategic Opportunities Fund was a new Imprint Wealth position in Q1 2024.
  • Guggenheim Strategic Opportunities Fund made up 0.05% of Imprint Wealth's portfolio in Q1 2024, its #286 holding.
  • 141 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.