UNITED CAPITAL FINANCIAL ADVISORS, LLC - GUGGENHEIM STRATEGIC OPPORTU ownership

GUGGENHEIM STRATEGIC OPPORTU's ticker is GOF and the CUSIP is 40167F101. A total of 57 filers reported holding GUGGENHEIM STRATEGIC OPPORTU in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of GUGGENHEIM STRATEGIC OPPORTU
ValueSharesWeighting
Q1 2020$273,000
-15.7%
17,9220.0%0.00%0.0%
Q4 2019$324,000
-5.8%
17,922
+0.7%
0.00%0.0%
Q3 2019$344,000
-5.5%
17,7970.0%0.00%0.0%
Q2 2019$364,000
+4.0%
17,7970.0%0.00%0.0%
Q1 2019$350,000
+7.7%
17,7970.0%0.00%
-33.3%
Q4 2018$325,000
-13.1%
17,7970.0%0.00%0.0%
Q3 2018$374,00017,7970.00%
Other shareholders
GUGGENHEIM STRATEGIC OPPORTU shareholders Q3 2018
NameSharesValueWeighting ↓
USCA RIA LLC 162,760$3,110,0000.52%
GIRARD SECURITIES, INC. 15,028$287,0000.29%
Mosaic Family Wealth, LLC 16,948$324,0000.15%
Glassman Wealth Services 8,600$164,0000.14%
Sigma Planning Corp 50,176$959,0000.11%
WFG Advisors, LP 13,804$264,0000.07%
WealthPLAN Partners, LLC 7,015$135,390,0000.04%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 4,754$90,0000.04%
GUGGENHEIM CAPITAL LLC 544,542$10,406,0000.03%
NATIONAL PLANNING CORP 17,125$329,0000.03%
View complete list of GUGGENHEIM STRATEGIC OPPORTU shareholders