SWM
GOF icon

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

SeaCrest 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
2022
Q3 		– Sell
-4,741
Closed -$76K – 971
2022
Q2 		$76K Buy
+4,741
New +$84K 0.01% 958

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SeaCrest Wealth Management's GOF Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2022, closing a stake of 4,741 shares — an estimated $76K sold.

SeaCrest Wealth Management first reported a position in GOF in Q2 2022 and held it in 1 quarter. The position peaked at $76K in Q2 2022. 123 funds tracked by Wall St. Rank hold GOF as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 4,741 Guggenheim Strategic Opportunities Fund shares in Q3 2022, an estimated $76K.
  • SeaCrest Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $76K in Q2 2022.
  • 123 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.