Koshinski Asset Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Koshinski Asset Management’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 Q3	–	Sell	-11,531	Closed	-$176K	–	643
2024 Q2	$176K	Buy	11,531 +1,531	+15%	+$22.3K	0.02%	582
2024 Q1	$143K	Buy	+10,000	New	+$139K	0.01%	561
2023 Q4	–	Sell	-10,975	Closed	-$162K	–	553
2023 Q3	$162K	Buy	+10,975	New	+$173K	0.02%	542
2023 Q2	–	Sell	-12,566	Closed	-$203K	–	629
2023 Q1	$203K	Buy	12,566 +368	+3%	+$6.07K	0.02%	526
2022 Q4	$186K	Sell	12,198 -56	-0.5%	-$882	0.02%	572
2022 Q3	$188K	Buy	12,254 +343	+3%	+$5.71K	0.02%	508
2022 Q2	$192K	Buy	11,911 +310	+3%	+$5.49K	0.02%	556
2022 Q1	$221K	Sell	11,601 -623	-5%	-$11.7K	0.02%	562
2021 Q4	$224K	Buy	12,224 +9,773	+399%	+$187K	0.02%	589
2021 Q3	$46.9K	Buy	+2,451	New	+$52.2K	﹤0.01%	1144

Other funds holding GOF

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

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

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

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

VCP

Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Koshinski Asset Management's GOF Position: Q3 2024 in Review

Koshinski Asset Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2024, closing a stake of 11,531 shares — an estimated $176K sold.

Koshinski Asset Management first reported a position in GOF in Q3 2021 and held it in 10 quarters. The position peaked at $224K in Q4 2021. 153 funds tracked by Wall St. Rank hold GOF as of Q3 2024.

Koshinski Asset Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2024 after selling out during the quarter.
Koshinski Asset Management sold 11,531 Guggenheim Strategic Opportunities Fund shares in Q3 2024, an estimated $176K.
Koshinski Asset Management first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2021 and held it in 10 quarters.
Koshinski Asset Management's Guggenheim Strategic Opportunities Fund position peaked at $224K in Q4 2021.
153 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2024.

Based on Koshinski Asset Management's 13F filing for Q3 2024, filed 10 Oct 2024.