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

Sheaff Brock 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
2024
Q4 		– Sell
-10,188
Closed -$161K – 466
2024
Q3 		$161K Buy
+10,188
New +$157K 0.01% 418

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LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sheaff Brock Investment Advisors's GOF Position: Q4 2024 in Review

Sheaff Brock Investment Advisors sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2024, closing a stake of 10,188 shares — an estimated $161K sold.

Sheaff Brock Investment Advisors first reported a position in GOF in Q3 2024 and held it in 1 quarter. The position peaked at $161K in Q3 2024. 171 funds tracked by Wall St. Rank hold GOF as of Q4 2024.

  • Sheaff Brock Investment Advisors reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 10,188 Guggenheim Strategic Opportunities Fund shares in Q4 2024, an estimated $161K.
  • Sheaff Brock Investment Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2024 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Guggenheim Strategic Opportunities Fund position peaked at $161K in Q3 2024.
  • 171 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.