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Altus Wealth Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Altus Wealth Group’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
2026
Q1 		– Sell
-10,092
Closed -$130K – 147
2025
Q4 		$130K Hold
10,092
– – 0.05% 140
2025
Q3 		$151K Hold
10,092
– – 0.06% 140
2025
Q2 		$150K Sell
10,092
-273
-3% -$3.98K 0.07% 134
2025
Q1 		$161K Buy
10,365
+240
+2% +$3.73K 0.08% 129
2024
Q4 		$155K Hold
10,125
– – 0.07% 139
2024
Q3 		$160K Buy
+10,125
New +$156K 0.07% 140
2021
Q1 		– Sell
-600
Closed -$12K – 409
2020
Q4 		$12K Buy
+600
New +$11.1K 0.01% 481

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Altus Wealth Group's GOF Position: Q1 2026 in Review

Altus Wealth Group sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2026, closing a stake of 10,092 shares — an estimated $130K sold.

Altus Wealth Group first reported a position in GOF in Q4 2020 and held it in 7 quarters. The position peaked at $161K in Q1 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Altus Wealth Group reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Altus Wealth Group sold 10,092 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $130K.
  • Altus Wealth Group first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2020 and held it in 7 quarters.
  • Altus Wealth Group's Guggenheim Strategic Opportunities Fund position peaked at $161K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Altus Wealth Group's 13F filing for Q1 2026, filed 27 Apr 2026.