WealthShield Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

WealthShield Partners’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	–	Sell	-14,617	Closed	-$317K	–	440
2021 Q2	$317K	Sell	14,617 -692	-5%	-$14.5K	0.05%	202
2021 Q1	$321K	Sell	15,309 -1,178	-7%	-$24.2K	0.06%	198
2020 Q4	$320K	Buy	+16,487	New	+$304K	0.06%	229

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 $1.04B AUM 8.96% 1-Year Est. Return

WealthShield Partners's GOF Position: Q3 2021 in Review

WealthShield Partners sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2021, closing a stake of 14,617 shares — an estimated $317K sold.

WealthShield Partners first reported a position in GOF in Q4 2020 and held it in 3 quarters. The position peaked at $321K in Q1 2021. 84 funds tracked by Wall St. Rank hold GOF as of Q3 2021.

WealthShield Partners reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 14,617 Guggenheim Strategic Opportunities Fund shares in Q3 2021, an estimated $317K.
WealthShield Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2020 and held it in 3 quarters.
WealthShield Partners's Guggenheim Strategic Opportunities Fund position peaked at $321K in Q1 2021.
84 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.