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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
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
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

Apollon Wealth Management's GOF Position: Q1 2026 in Review

Apollon Wealth Management increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 4.3% in Q1 2026, buying an estimated $16.4K and bringing the position to 32,807 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #1016.

Apollon Wealth Management first reported a position in GOF in Q4 2024 and has held it in 6 quarters since. The position peaked at $511K in Q3 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Apollon Wealth Management held 32,807 shares of Guggenheim Strategic Opportunities Fund worth $362K as of Q1 2026.
  • Apollon Wealth Management bought 1,362 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $16.4K.
  • Guggenheim Strategic Opportunities Fund made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1016 holding.
  • Apollon Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • Apollon Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $511K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.