Measured Wealth Private Client Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Measured Wealth Private Client Group’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	-21,433	Closed	-$347K	–	185
2023 Q1	$347K	Hold	21,433	–	–	0.13%	119
2022 Q4	$326K	Hold	21,433	–	–	0.13%	108
2022 Q3	$329K	Hold	21,433	–	–	0.15%	94
2022 Q2	$345K	Hold	21,433	–	–	0.15%	102
2022 Q1	$407K	Hold	21,433	–	–	0.15%	83
2021 Q4	$393K	Buy	+21,433	New	+$410K	0.14%	93

Other funds holding GOF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $57.6B AUM 8.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Measured Wealth Private Client Group's GOF Position: Q2 2023 in Review

Measured Wealth Private Client Group sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2023, closing a stake of 21,433 shares — an estimated $347K sold.

Measured Wealth Private Client Group first reported a position in GOF in Q4 2021 and held it in 6 quarters. The position peaked at $407K in Q1 2022. 122 funds tracked by Wall St. Rank hold GOF as of Q2 2023.

Measured Wealth Private Client Group reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2023 after selling out during the quarter.
Measured Wealth Private Client Group sold 21,433 Guggenheim Strategic Opportunities Fund shares in Q2 2023, an estimated $347K.
Measured Wealth Private Client Group first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2021 and held it in 6 quarters.
Measured Wealth Private Client Group's Guggenheim Strategic Opportunities Fund position peaked at $407K in Q1 2022.
122 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2023, filed 20 Jul 2023.