Koshinski Asset Management, Inc. Guggenheim Strategic Opportunities Fund Transaction History

Koshinski Asset Management, Inc.

$44.7 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$13.8 - $14.95 $21,127 - $22,888	1,531 Added 15.31%	11,531 $171,000
Q1 2024 May 08, 2024	BUY	$13.0 - $14.9 $130,000 - $149,000	10,000 New	10,000 $143,000
Q3 2023 Oct 18, 2023	BUY	$14.77 - $16.28 $162,100 - $178,673	10,975 New	10,975 $162,000
Q1 2023 Apr 12, 2023	BUY	$15.56 - $17.3 $5,726 - $6,366	368 Added 3.02%	12,566 $203,000
Q4 2022 Jan 24, 2023	SELL	$15.08 - $16.54 $844 - $926	-56 Reduced 0.46%	12,198 $0
Q3 2022 Oct 18, 2022	BUY	$14.98 - $17.75 $5,138 - $6,088	343 Added 2.88%	12,254 $238,000
Q2 2022 Jul 12, 2022	BUY	$15.08 - $19.25 $4,674 - $5,967	310 Added 2.67%	11,911 $192,000
Q1 2022 Apr 20, 2022	SELL	$17.75 - $19.53 $11,058 - $12,167	-623 Reduced 5.1%	11,601 $221 Million
Q4 2021 Jan 14, 2022	BUY	$17.89 - $20.63 $174,838 - $201,616	9,773 Added 398.74%	12,224 $224 Million
Q3 2021 Oct 12, 2021	BUY	$18.92 - $21.98 $46,372 - $53,872	2,451 New	2,451 $46,000

Others Institutions Holding GOF

# of Institutions

162

Shares Held

23.6M

Call Options Held

0

Put Options Held

0

About GUGGENHEIM STRATEGIC OPPORTUNITIES FUND

Ticker GOF
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Guggenheim Strategic Opportunities Fund is a closed-ended balanced mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC. The fund is co-managed by Guggenheim Partners Investment Management LLC. It invests in public equity and fixed income markets across the globe. For its equity portion, the fund invests directly and thr...

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