RWM
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RBA Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

RBA Wealth Management’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
2021
Q2 		– Sell
-219
Closed -$4.61K – 137
2021
Q1 		$4.61K Buy
+219
New +$4.51K ﹤0.01% 169

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RBA Wealth Management's GOF Position: Q2 2021 in Review

RBA Wealth Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2021, closing a stake of 219 shares — an estimated $4.61K sold.

RBA Wealth Management first reported a position in GOF in Q1 2021 and held it in 1 quarter. The position peaked at $4.61K in Q1 2021. 76 funds tracked by Wall St. Rank hold GOF as of Q2 2021.

  • RBA Wealth Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • RBA Wealth Management sold 219 Guggenheim Strategic Opportunities Fund shares in Q2 2021, an estimated $4.61K.
  • RBA Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2021 and held it in 1 quarter.
  • RBA Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $4.61K in Q1 2021.
  • 76 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2021.

Based on RBA Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.