Tucker Asset Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Tucker Asset 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
2025 Q1	–	Sell	-2,518	Closed	-$38.4K	–	566
2024 Q4	$38.4K	Hold	2,518	–	–	﹤0.01%	403
2024 Q3	$39.7K	Buy	2,518 +724	+40%	+$11.1K	0.01%	381
2024 Q2	$26.7K	Sell	1,794 -1,710	-49%	-$24.9K	0.01%	542
2024 Q1	$50.2K	Buy	3,504 +3,004	+601%	+$41.7K	0.01%	442
2023 Q4	$6.4K	Hold	500	–	–	﹤0.01%	820
2023 Q3	$7.39K	Buy	+500	New	+$7.9K	﹤0.01%	738

Other funds holding GOF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tucker Asset Management's GOF Position: Q1 2025 in Review

Tucker Asset Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2025, closing a stake of 2,518 shares — an estimated $38.4K sold.

Tucker Asset Management first reported a position in GOF in Q3 2023 and held it in 6 quarters. The position peaked at $50.2K in Q1 2024. 175 funds tracked by Wall St. Rank hold GOF as of Q1 2025.

Tucker Asset Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Tucker Asset Management sold 2,518 Guggenheim Strategic Opportunities Fund shares in Q1 2025, an estimated $38.4K.
Tucker Asset Management first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2023 and held it in 6 quarters.
Tucker Asset Management's Guggenheim Strategic Opportunities Fund position peaked at $50.2K in Q1 2024.
175 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2025.

Based on Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.