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Money Concepts Capital’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-48,996
Closed -$746K – 1482
2022
Q4 		$746K Buy
+48,996
New +$772K 0.03% 347
2022
Q2 		– Sell
-4,708
Closed -$89K – 1923
2022
Q1 		$89K Buy
+4,708
New +$88.3K 0.01% 1029

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Money Concepts Capital's GOF Position: Q1 2023 in Review

Money Concepts Capital sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2023, closing a stake of 48,996 shares — an estimated $746K sold.

Money Concepts Capital first reported a position in GOF in Q1 2022 and held it in 2 quarters. The position peaked at $746K in Q4 2022. 126 funds tracked by Wall St. Rank hold GOF as of Q1 2023.

  • Money Concepts Capital reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 48,996 Guggenheim Strategic Opportunities Fund shares in Q1 2023, an estimated $746K.
  • Money Concepts Capital first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Guggenheim Strategic Opportunities Fund position peaked at $746K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.