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Realta Investment Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Realta Investment Advisors’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
Q4 		– Sell
-21,383
Closed -$320K – 358
2025
Q3 		$320K Buy
21,383
+1,000
+5% +$15K 0.11% 149
2025
Q2 		$304K Buy
20,383
+1,000
+5% +$14.6K 0.12% 143
2025
Q1 		$302K Buy
19,383
+3,000
+18% +$46.6K 0.14% 139
2024
Q4 		$252K Buy
+16,383
New +$257K 0.1% 167

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LPL Financial
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VCP
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EPG
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return