Wealth Quarterback’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Wealth Quarterback’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
2021 Q3	$17K	Buy	844 +22	+3%	+$469	0.01%	382
2021 Q2	$18K	Buy	+822	New	+$17.3K	0.01%	368
2020 Q2	–	Sell	-702	Closed	-$10.7K	–	359
2020 Q1	$10.7K	Buy	702 +22	+3%	+$385	0.01%	456
2019 Q4	$12.3K	Buy	+680	New	+$13K	0.01%	478

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PCIA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Wealth Quarterback's GOF Position: Q3 2021 in Review

Wealth Quarterback increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 2.7% in Q3 2021, buying an estimated $469 and bringing the position to 844 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #382.

Wealth Quarterback first reported a position in GOF in Q4 2019 and has held it in 4 quarters since. The position peaked at $18K in Q2 2021. 84 funds tracked by Wall St. Rank hold GOF as of Q3 2021.

Wealth Quarterback held 844 shares of Guggenheim Strategic Opportunities Fund worth $17K as of Q3 2021.
Wealth Quarterback bought 22 Guggenheim Strategic Opportunities Fund shares in Q3 2021, an estimated $469.
Guggenheim Strategic Opportunities Fund made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #382 holding.
Wealth Quarterback first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2019 and has held it in 4 quarters since.
Wealth Quarterback's Guggenheim Strategic Opportunities Fund position peaked at $18K in Q2 2021.
84 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.