CIBC Private Wealth Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

CIBC Private Wealth Group’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 Q4	$49.3K	Hold	3,826	–	–	﹤0.01%	1784
2025 Q3	$57.3K	Hold	3,826	–	–	﹤0.01%	1734
2025 Q2	$57K	Sell	3,826 -999	-21%	-$14.6K	﹤0.01%	1611
2025 Q1	$68K	Hold	4,825	–	–	﹤0.01%	1516
2024 Q4	$73.9K	Hold	4,825	–	–	﹤0.01%	1526
2024 Q3	$76K	Hold	4,825	–	–	﹤0.01%	1612
2024 Q2	$73.4K	Hold	4,825	–	–	﹤0.01%	1516
2024 Q1	$68.8K	Buy	+4,825	New	+$67K	﹤0.01%	1537
2017 Q4	–	Sell	-29,500	Closed	-$628K	–	1947
2017 Q3	$628K	Hold	29,500	–	–	﹤0.01%	729
2017 Q2	$623K	Buy	+29,500	New	+$618K	﹤0.01%	518

Other funds holding GOF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

CIBC Private Wealth Group's GOF Position: Q4 2025 in Review

CIBC Private Wealth Group held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q4 2025 at 3,826 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

CIBC Private Wealth Group first reported a position in GOF in Q2 2017 and has held it in 10 quarters since. The position peaked at $628K in Q3 2017. 196 funds tracked by Wall St. Rank hold GOF as of Q4 2025.

CIBC Private Wealth Group held 3,826 shares of Guggenheim Strategic Opportunities Fund worth $49.3K as of Q4 2025.
CIBC Private Wealth Group left its Guggenheim Strategic Opportunities Fund share count unchanged in Q4 2025.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1784 holding.
CIBC Private Wealth Group first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2017 and has held it in 10 quarters since.
CIBC Private Wealth Group's Guggenheim Strategic Opportunities Fund position peaked at $628K in Q3 2017.
196 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.