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Oarsman Capital’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Oarsman 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
2025
Q1 		– Sell
-2,364
Closed -$36.1K – 483
2024
Q4 		$36.1K Hold
2,364
– – 0.01% 503
2024
Q3 		$37.3K Buy
+2,364
New +$36.3K 0.01% 498

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Oarsman Capital's GOF Position: Q1 2025 in Review

Oarsman Capital sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2025, closing a stake of 2,364 shares — an estimated $36.1K sold.

Oarsman Capital first reported a position in GOF in Q3 2024 and held it in 2 quarters. The position peaked at $37.3K in Q3 2024. 173 funds tracked by Wall St. Rank hold GOF as of Q1 2025.

  • Oarsman Capital reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 2,364 Guggenheim Strategic Opportunities Fund shares in Q1 2025, an estimated $36.1K.
  • Oarsman Capital first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2024 and held it in 2 quarters.
  • Oarsman Capital's Guggenheim Strategic Opportunities Fund position peaked at $37.3K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.