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 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

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

RCM

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

EPG

Estate Planners Group Yardley, Pennsylvania $221M AUM

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

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

KCP

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Discipline Wealth Solutions's GOF Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 36% in Q2 2026, buying an estimated $122K and bringing the position to 41,322 shares worth $451K. The position accounts for 0.04% of the portfolio, ranked #134.

Discipline Wealth Solutions first reported a position in GOF in Q3 2025 and has held it in 4 quarters since. The position peaked at $586K in Q4 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Discipline Wealth Solutions held 41,322 shares of Guggenheim Strategic Opportunities Fund worth $451K as of Q2 2026.
Discipline Wealth Solutions bought 10,904 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $122K.
Guggenheim Strategic Opportunities Fund made up 0.04% of Discipline Wealth Solutions's portfolio in Q2 2026, its #134 holding.
Discipline Wealth Solutions first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
Discipline Wealth Solutions's Guggenheim Strategic Opportunities Fund position peaked at $586K in Q4 2025.
212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.