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ORG Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

ORG 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
2025
Q1 		– Sell
-6,698
Closed -$102K – 1478
2024
Q4 		$102K Buy
6,698
+92
+1% +$1.45K 0.01% 420
2024
Q3 		$104K Sell
6,606
-1,247
-16% -$19.2K 0.02% 374
2024
Q2 		$117K Buy
7,853
+122
+2% +$1.78K 0.01% 552
2024
Q1 		$110K Buy
+7,731
New +$107K 0.21% 65
2023
Q4 		– Sell
-1,336
Closed -$19.8K – 1225
2023
Q3 		$19.8K Sell
1,336
-6,161
-82% -$97.4K 0.01% 702
2023
Q2 		$119K Buy
+7,497
New +$120K 0.02% 477

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 $71.6B AUM 21.08% 1-Year Est. Return

ORG Partners's GOF Position: Q1 2025 in Review

ORG Partners sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2025, closing a stake of 6,698 shares — an estimated $102K sold.

ORG Partners first reported a position in GOF in Q2 2023 and held it in 6 quarters. The position peaked at $119K in Q2 2023. 173 funds tracked by Wall St. Rank hold GOF as of Q1 2025.

  • ORG Partners reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 6,698 Guggenheim Strategic Opportunities Fund shares in Q1 2025, an estimated $102K.
  • ORG Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2023 and held it in 6 quarters.
  • ORG Partners's Guggenheim Strategic Opportunities Fund position peaked at $119K in Q2 2023.
  • 173 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.