Syverson Strege & Co’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-3,625	Closed	-$58.6K	–	289
2023 Q1	$58.6K	Buy	3,625 +67	+2%	+$1.11K	0.03%	114
2022 Q4	$54.2K	Buy	3,558 +68	+2%	+$1.07K	0.02%	118
2022 Q3	$54K	Buy	3,490 +63	+2%	+$1.05K	0.03%	116
2022 Q2	$55K	Buy	3,427 +57	+2%	+$1.01K	0.02%	122
2022 Q1	$64K	Buy	3,370 +1,592	+90%	+$29.9K	0.07%	108
2021 Q4	$33K	Buy	+1,778	New	+$34K	0.02%	157

Other funds holding GOF

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

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

PCIA

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

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Syverson Strege & Co's GOF Position: Q2 2023 in Review

Syverson Strege & Co sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2023, closing a stake of 3,625 shares — an estimated $58.6K sold.

Syverson Strege & Co first reported a position in GOF in Q4 2021 and held it in 6 quarters. The position peaked at $64K in Q1 2022. 122 funds tracked by Wall St. Rank hold GOF as of Q2 2023.

Syverson Strege & Co reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 3,625 Guggenheim Strategic Opportunities Fund shares in Q2 2023, an estimated $58.6K.
Syverson Strege & Co first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2021 and held it in 6 quarters.
Syverson Strege & Co's Guggenheim Strategic Opportunities Fund position peaked at $64K in Q1 2022.
122 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.