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Kingswood Wealth Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Kingswood Wealth Advisors’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
2025
Q1 		– Sell
-13,000
Closed -$198K – 769
2024
Q4 		$198K Buy
+13,000
New +$204K 0.01% 740

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kingswood Wealth Advisors's GOF Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2025, closing a stake of 13,000 shares — an estimated $198K sold.

Kingswood Wealth Advisors first reported a position in GOF in Q4 2024 and held it in 1 quarter. The position peaked at $198K in Q4 2024. 175 funds tracked by Wall St. Rank hold GOF as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 13,000 Guggenheim Strategic Opportunities Fund shares in Q1 2025, an estimated $198K.
  • Kingswood Wealth Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Guggenheim Strategic Opportunities Fund position peaked at $198K in Q4 2024.
  • 175 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.