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

Discipline 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
2026 Q3	$401K	Buy	47,148 +5,826	+14%	+$57.8K	0.03%	137
2026 Q2	$451K	Buy	41,322 +10,904	+36%	+$122K	0.04%	134
2026 Q1	$335K	Sell	30,418 -15,071	-33%	-$182K	0.04%	142
2025 Q4	$586K	Buy	45,489 +9,554	+27%	+$125K	0.11%	96
2025 Q3	$538K	Buy	+35,935	New	+$537K	0.14%	92

Other funds holding GOF

Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Discipline Wealth Solutions's GOF Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 14% in Q3 2026, buying an estimated $57.8K and bringing the position to 47,148 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #137.

Discipline Wealth Solutions first reported a position in GOF in Q3 2025 and has held it in 5 quarters since. The position peaked at $586K in Q4 2025. 40 funds tracked by Wall St. Rank hold GOF as of Q3 2026.

Discipline Wealth Solutions held 47,148 shares of Guggenheim Strategic Opportunities Fund worth $401K as of Q3 2026.
Discipline Wealth Solutions bought 5,826 Guggenheim Strategic Opportunities Fund shares in Q3 2026, an estimated $57.8K.
Guggenheim Strategic Opportunities Fund made up 0.03% of Discipline Wealth Solutions's portfolio in Q3 2026, its #137 holding.
Discipline Wealth Solutions first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2025 and has held it in 5 quarters since.
Discipline Wealth Solutions's Guggenheim Strategic Opportunities Fund position peaked at $586K in Q4 2025.
40 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.