Tower Research Capital (TRC)’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Tower Research Capital (TRC)’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
2025 Q1	–	Sell	-52	Closed	-$794	–	5429
2024 Q4	$794	Buy	+52	New	+$817	﹤0.01%	5166
2024 Q3	–	Sell	-63	Closed	-$939	–	5820
2024 Q2	$939	Buy	+63	New	+$918	﹤0.01%	5239
2023 Q2	–	Sell	-82	Closed	-$1K	–	6165
2023 Q1	$1K	Buy	+82	New	+$1.35K	﹤0.01%	5547
2022 Q2	–	Sell	-69	Closed	-$1K	–	6231
2022 Q1	$1K	Buy	+69	New	+$1.29K	﹤0.01%	5791
2021 Q2	–	Sell	-700	Closed	-$15K	–	5610
2021 Q1	$15K	Buy	+700	New	+$14.4K	﹤0.01%	4106
2016 Q2	–	Sell	-204	Closed	-$3K	–	4627
2016 Q1	$3K	Buy	+204	New	+$3.29K	﹤0.01%	3095
2015 Q3	–	Sell	-2,959	Closed	-$59K	–	4294
2015 Q2	$59K	Buy	+2,959	New	+$62.6K	0.01%	1237
2014 Q3	–	Sell	-243	Closed	-$5K	–	4573
2014 Q2	$5K	Buy	+243	New	+$5.25K	﹤0.01%	2850
2014 Q1	–	Sell	-2,172	Closed	-$46K	–	4625
2013 Q4	$46K	Buy	2,172 +1,816	+510%	+$39.6K	0.01%	1455
2013 Q3	$8K	Buy	+356	New	+$7.77K	﹤0.01%	3350

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

VCP

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Tower Research Capital (TRC)'s GOF Position: Q1 2025 in Review

Tower Research Capital (TRC) sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2025, closing a stake of 52 shares — an estimated $794 sold.

Tower Research Capital (TRC) first reported a position in GOF in Q3 2013 and held it in 10 quarters. The position peaked at $59K in Q2 2015. 173 funds tracked by Wall St. Rank hold GOF as of Q1 2025.

Tower Research Capital (TRC) reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Tower Research Capital (TRC) sold 52 Guggenheim Strategic Opportunities Fund shares in Q1 2025, an estimated $794.
Tower Research Capital (TRC) first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2013 and held it in 10 quarters.
Tower Research Capital (TRC)'s Guggenheim Strategic Opportunities Fund position peaked at $59K in Q2 2015.
173 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2025, filed 15 May 2025.