Reby Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Reby 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
2020 Q4	$20K	Buy	+1,050	New	+$19.4K	0.01%	347

Other funds holding GOF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Reby Advisors's GOF Position: Q4 2020 in Review

Reby Advisors opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q4 2020: 1,050 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #347 among its holdings.

70 funds tracked by Wall St. Rank hold GOF as of Q4 2020.

Reby Advisors held 1,050 shares of Guggenheim Strategic Opportunities Fund worth $20K as of Q4 2020.
Guggenheim Strategic Opportunities Fund was a new Reby Advisors position in Q4 2020.
Guggenheim Strategic Opportunities Fund made up 0.01% of Reby Advisors's portfolio in Q4 2020, its #347 holding.
70 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.