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

Voisard Asset Management Group’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
Q3 		– Sell
-40
Closed -$597 – 744
2024
Q2 		$597 Buy
+40
New +$583 ﹤0.01% 366

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Voisard Asset Management Group's GOF Position: Q3 2024 in Review

Voisard Asset Management Group sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2024, closing a stake of 40 shares — an estimated $597 sold.

Voisard Asset Management Group first reported a position in GOF in Q2 2024 and held it in 1 quarter. The position peaked at $597 in Q2 2024. 152 funds tracked by Wall St. Rank hold GOF as of Q3 2024.

  • Voisard Asset Management Group reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 40 Guggenheim Strategic Opportunities Fund shares in Q3 2024, an estimated $597.
  • Voisard Asset Management Group first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • Voisard Asset Management Group's Guggenheim Strategic Opportunities Fund position peaked at $597 in Q2 2024.
  • 152 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2024.

Based on Voisard Asset Management Group's 13F filing for Q3 2024, filed 25 Oct 2024.