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Atria Wealth Solutions’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$905K Sell
60,747
-196,919
-76% -$2.87M 0.02% 676
2025
Q1 		$4.01M Buy
257,666
+152,722
+146% +$2.37M 0.05% 405
2024
Q4 		$1.6M Buy
104,944
+3,468
+3% +$54.5K 0.02% 728
2024
Q3 		$1.6M Buy
101,476
+912
+0.9% +$14K 0.02% 721
2024
Q2 		$1.5M Sell
100,564
-302,973
-75% -$4.42M 0.02% 732
2024
Q1 		$5.79M Buy
403,537
+15,255
+4% +$212K 0.07% 300
2023
Q4 		$4.97M Buy
388,282
+25,894
+7% +$338K 0.06% 312
2023
Q3 		$5.36M Sell
362,388
-112,267
-24% -$1.77M 0.08% 273
2023
Q2 		$7.55M Buy
474,655
+57,933
+14% +$925K 0.1% 193
2023
Q1 		$6.74M Buy
416,722
+53,598
+15% +$884K 0.1% 199
2022
Q4 		$5.53M Buy
363,124
+248,916
+218% +$3.92M 0.09% 241
2022
Q3 		$1.76M Buy
114,208
+39,360
+53% +$655K 0.03% 531
2022
Q2 		$1.21M Sell
74,848
-12,883
-15% -$228K 0.02% 624
2022
Q1 		$1.67M Buy
+87,731
New +$1.65M 0.03% 541

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atria Wealth Solutions's GOF Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 76% in Q2 2025, selling an estimated $2.87M and leaving 60,747 shares worth $905K. The position accounts for 0.02% of the portfolio, ranked #676.

Atria Wealth Solutions first reported a position in GOF in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.55M in Q2 2023. 174 funds tracked by Wall St. Rank hold GOF as of Q2 2025.

  • Atria Wealth Solutions held 60,747 shares of Guggenheim Strategic Opportunities Fund worth $905K as of Q2 2025.
  • Atria Wealth Solutions sold 196,919 Guggenheim Strategic Opportunities Fund shares in Q2 2025, an estimated $2.87M.
  • Guggenheim Strategic Opportunities Fund made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #676 holding.
  • Atria Wealth Solutions first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Guggenheim Strategic Opportunities Fund position peaked at $7.55M in Q2 2023.
  • 174 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.