Safeguard Financial’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Safeguard Financial’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
2024 Q3	–	Sell	-14,088	Closed	-$210K	–	127
2024 Q2	$210K	Hold	14,088	–	–	0.06%	97
2024 Q1	$202K	Hold	14,088	–	–	0.07%	80
2023 Q4	$180K	Hold	14,088	–	–	0.07%	78
2023 Q3	$208K	Hold	14,088	–	–	0.1%	67
2023 Q2	$223K	Hold	14,088	–	–	0.11%	62
2023 Q1	$228K	Hold	14,088	–	–	0.14%	58
2022 Q4	$214K	Hold	14,088	–	–	0.15%	62
2022 Q3	$216K	Hold	14,088	–	–	0.2%	46
2022 Q2	$226K	Hold	14,088	–	–	0.27%	43
2022 Q1	$268K	Buy	+14,088	New	+$264K	0.4%	38

Other funds holding GOF

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Safeguard Financial's GOF Position: Q3 2024 in Review

Safeguard Financial sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2024, closing a stake of 14,088 shares — an estimated $210K sold.

Safeguard Financial first reported a position in GOF in Q1 2022 and held it in 10 quarters. The position peaked at $268K in Q1 2022. 152 funds tracked by Wall St. Rank hold GOF as of Q3 2024.

Safeguard Financial reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2024 after selling out during the quarter.
Safeguard Financial sold 14,088 Guggenheim Strategic Opportunities Fund shares in Q3 2024, an estimated $210K.
Safeguard Financial first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2022 and held it in 10 quarters.
Safeguard Financial's Guggenheim Strategic Opportunities Fund position peaked at $268K in Q1 2022.
152 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2024.

Based on Safeguard Financial's 13F filing for Q3 2024, filed 15 Oct 2024.