Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Carson Wealth (CWM LLC)’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 		$172K Buy
15,635
+14,135
+942% +$171K ﹤0.01% 2849
2025
Q4 		$19K Buy
+1,500
New +$19.6K ﹤0.01% 4202
2023
Q1 		– Sell
-148
Closed -$2K – 4162
2022
Q4 		$2K Buy
+148
New +$2.33K ﹤0.01% 3550
2022
Q3 		– Sell
-386
Closed -$6K – 4018
2022
Q2 		$6K Buy
+386
New +$6.84K ﹤0.01% 2886
2021
Q2 		$11K Hold
487
– – ﹤0.01% 2054
2021
Q1 		$11K Hold
487
– – ﹤0.01% 2054
2020
Q4 		$11K Hold
487
– – ﹤0.01% 2053
2020
Q3 		$11K Hold
487
– – ﹤0.01% 2052
2020
Q2 		$11K Hold
487
– – ﹤0.01% 2052
2020
Q1 		$11K Hold
487
– – ﹤0.01% 2052
2019
Q4 		$11K Hold
487
– – ﹤0.01% 2052
2019
Q3 		$11K Hold
487
– – ﹤0.01% 2052
2019
Q2 		$11K Hold
487
– – ﹤0.01% 2052
2019
Q1 		$11K Buy
+487
New +$9.51K ﹤0.01% 2052

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

Carson Wealth (CWM LLC)'s GOF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 942% in Q1 2026, buying an estimated $171K and bringing the position to 15,635 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #2849.

Carson Wealth (CWM LLC) first reported a position in GOF in Q1 2019 and has held it in 14 quarters since. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,635 shares of Guggenheim Strategic Opportunities Fund worth $172K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 14,135 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $171K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2849 holding.
  • Carson Wealth (CWM LLC) first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2019 and has held it in 14 quarters since.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.