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Lumature Wealth Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Lumature Wealth Partners’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
-160
Closed -$2.59K – 391
2023
Q1 		$2.59K Buy
+160
New +$2.64K ﹤0.01% 356

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lumature Wealth Partners's GOF Position: Q2 2023 in Review

Lumature Wealth Partners sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2023, closing a stake of 160 shares — an estimated $2.59K sold.

Lumature Wealth Partners first reported a position in GOF in Q1 2023 and held it in 1 quarter. The position peaked at $2.59K in Q1 2023. 123 funds tracked by Wall St. Rank hold GOF as of Q2 2023.

  • Lumature Wealth Partners reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • Lumature Wealth Partners sold 160 Guggenheim Strategic Opportunities Fund shares in Q2 2023, an estimated $2.59K.
  • Lumature Wealth Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2023 and held it in 1 quarter.
  • Lumature Wealth Partners's Guggenheim Strategic Opportunities Fund position peaked at $2.59K in Q1 2023.
  • 123 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.