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

Elevation 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
2025
Q2 		– Sell
-1,500
Closed -$23.4K – 496
2025
Q1 		$23.4K Hold
1,500
– – 0.01% 302
2024
Q4 		$22.9K Buy
+1,500
New +$23.6K 0.01% 300

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Elevation Wealth Partners's GOF Position: Q2 2025 in Review

Elevation Wealth Partners sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2025, closing a stake of 1,500 shares — an estimated $23.4K sold.

Elevation Wealth Partners first reported a position in GOF in Q4 2024 and held it in 2 quarters. The position peaked at $23.4K in Q1 2025. 175 funds tracked by Wall St. Rank hold GOF as of Q2 2025.

  • Elevation Wealth Partners reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 1,500 Guggenheim Strategic Opportunities Fund shares in Q2 2025, an estimated $23.4K.
  • Elevation Wealth Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and held it in 2 quarters.
  • Elevation Wealth Partners's Guggenheim Strategic Opportunities Fund position peaked at $23.4K in Q1 2025.
  • 175 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2025.

Based on Elevation Wealth Partners's 13F filing for Q2 2025, filed 8 Jul 2025.