Apollon Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Apollon Wealth Management’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 Q2	$375K	Buy	34,375 +1,568	+5%	+$17.5K	﹤0.01%	1145
2026 Q1	$362K	Buy	32,807 +1,362	+4%	+$16.4K	0.01%	1016
2025 Q4	$405K	Sell	31,445 -2,645	-8%	-$34.6K	0.01%	921
2025 Q3	$511K	Buy	34,090 +10,876	+47%	+$163K	0.01%	819
2025 Q2	$346K	Buy	23,214 +8,364	+56%	+$122K	0.01%	957
2025 Q1	$231K	Hold	14,850	–	–	0.01%	1053
2024 Q4	$227K	Buy	+14,850	New	+$233K	0.01%	1053

Other funds holding GOF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

EPG

Estate Planners Group Yardley, Pennsylvania $221M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Apollon Wealth Management's GOF Position: Q2 2026 in Review

Apollon Wealth Management increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 4.8% in Q2 2026, buying an estimated $17.5K and bringing the position to 34,375 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Apollon Wealth Management first reported a position in GOF in Q4 2024 and has held it in 7 quarters since. The position peaked at $511K in Q3 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Apollon Wealth Management held 34,375 shares of Guggenheim Strategic Opportunities Fund worth $375K as of Q2 2026.
Apollon Wealth Management bought 1,568 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $17.5K.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1145 holding.
Apollon Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
Apollon Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $511K in Q3 2025.
212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.