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Widmann Financial Services’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-44
Closed – – 226
2021
Q4 		$0 Buy
+44
New +$842 ﹤0.01% 464

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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Widmann Financial Services's GOF Position: Q1 2022 in Review

Widmann Financial Services sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2022, closing a stake of 44 shares.

Widmann Financial Services first reported a position in GOF in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 126 funds tracked by Wall St. Rank hold GOF as of Q1 2022.

  • Widmann Financial Services reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 44 Guggenheim Strategic Opportunities Fund shares in Q1 2022.
  • Widmann Financial Services first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Guggenheim Strategic Opportunities Fund position peaked at $0 in Q4 2021.
  • 126 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.