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

Buska 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 		– Sell
-38,013
Closed -$490K – 78
2025
Q4 		$490K Sell
38,013
-1,229
-3% -$16.1K 0.18% 42
2025
Q3 		$588K Buy
39,242
+6,653
+20% +$99.5K 0.18% 34
2025
Q2 		$485K Buy
32,589
+1,493
+5% +$21.8K 0.13% 38
2025
Q1 		$484K Buy
31,096
+6,949
+29% +$108K 0.15% 38
2024
Q4 		$368K Buy
24,147
+3,719
+18% +$58.4K 0.12% 42
2024
Q3 		$322K Buy
+20,428
New +$314K 0.11% 47

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Buska Wealth Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2026, closing a stake of 38,013 shares — an estimated $490K sold.

Buska Wealth Management first reported a position in GOF in Q3 2024 and held it in 6 quarters. The position peaked at $588K in Q3 2025. 202 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Buska Wealth Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Buska Wealth Management sold 38,013 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $490K.
  • Buska Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2024 and held it in 6 quarters.
  • Buska Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $588K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

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