Sowell Financial Services
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Sowell Financial Services’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Sowell Financial Services’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
-92,510
Closed -$1.46M – 537
2024
Q3 		$1.46M Sell
92,510
-5,515
-6% -$84.7K 0.07% 286
2024
Q2 		$1.46M Buy
98,025
+17,321
+21% +$252K 0.07% 280
2024
Q1 		$1.16M Buy
80,704
+16,365
+25% +$227K 0.05% 319
2023
Q4 		$824K Sell
64,339
-337
-0.5% -$4.4K 0.04% 358
2023
Q3 		$957K Sell
64,676
-33,379
-34% -$527K 0.06% 312
2023
Q2 		$1.56M Buy
+98,055
New +$1.57M 0.09% 260
2023
Q1 		– Sell
-100,533
Closed -$1.53M – 787
2022
Q4 		$1.53M Buy
+100,533
New +$1.58M 0.1% 235
2021
Q2 		– Sell
-67,565
Closed -$1.39M – 1411
2021
Q1 		$1.39M Sell
67,565
-2,216
-3% -$45.6K 0.05% 329
2020
Q4 		$1.35M Sell
69,781
-13,404
-16% -$247K 0.06% 264
2020
Q3 		$1.46M Buy
83,185
+14,370
+21% +$254K 0.07% 223
2020
Q2 		$1.16M Sell
68,815
-6,458
-9% -$103K 0.06% 242
2020
Q1 		$1.15M Buy
75,273
+26,906
+56% +$471K 0.09% 233
2019
Q4 		$875K Buy
48,367
+401
+0.8% +$7.68K 0.07% 294
2019
Q3 		$928K Buy
+47,966
New +$963K 0.08% 262
2019
Q1 		$471K Sell
23,986
-2,154
-8% -$42.1K 0.05% 345
2018
Q4 		$478K Buy
+26,140
New +$508K 0.07% 281

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LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Verus Capital Partners
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sowell Financial Services's GOF Position: Q4 2024 in Review

Sowell Financial Services sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2024, closing a stake of 92,510 shares — an estimated $1.46M sold.

Sowell Financial Services first reported a position in GOF in Q4 2018 and held it in 16 quarters. The position peaked at $1.56M in Q2 2023. 174 funds tracked by Wall St. Rank hold GOF as of Q4 2024.

  • Sowell Financial Services reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 92,510 Guggenheim Strategic Opportunities Fund shares in Q4 2024, an estimated $1.46M.
  • Sowell Financial Services first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2018 and held it in 16 quarters.
  • Sowell Financial Services's Guggenheim Strategic Opportunities Fund position peaked at $1.56M in Q2 2023.
  • 174 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.