Core Wealth Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Core Wealth Partners’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 Q2	–	Sell	-10,979	Closed	-$121K	–	194
2026 Q1	$121K	Hold	10,979	–	–	0.06%	175
2025 Q4	$141K	Hold	10,979	–	–	0.06%	170
2025 Q3	$164K	Hold	10,979	–	–	0.08%	175
2025 Q2	$163K	Hold	10,979	–	–	0.08%	168
2025 Q1	$171K	Hold	10,979	–	–	0.1%	158
2024 Q4	$168K	Buy	+10,979	New	+$172K	0.1%	163

Other funds holding GOF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Estate Planners Group Yardley, Pennsylvania $221M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Core Wealth Partners's GOF Position: Q2 2026 in Review

Core Wealth Partners sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026, closing a stake of 10,979 shares — an estimated $121K sold.

Core Wealth Partners first reported a position in GOF in Q4 2024 and held it in 6 quarters. The position peaked at $171K in Q1 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Core Wealth Partners reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Core Wealth Partners sold 10,979 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $121K.
Core Wealth Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and held it in 6 quarters.
Core Wealth Partners's Guggenheim Strategic Opportunities Fund position peaked at $171K in Q1 2025.
212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.