Empirical Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Empirical Wealth Management’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	-14,539	Closed	-$160K	–	1086
2026 Q1	$160K	Hold	14,539	–	–	﹤0.01%	962
2025 Q4	$187K	Sell	14,539 -4,200	-22%	-$55K	﹤0.01%	868
2025 Q3	$281K	Buy	18,739 +4,200	+29%	+$62.8K	0.01%	634
2025 Q2	$216K	Hold	14,539	–	–	﹤0.01%	626
2025 Q1	$226K	Hold	14,539	–	–	0.01%	578
2024 Q4	$222K	Hold	14,539	–	–	0.01%	555
2024 Q3	$229K	Hold	14,539	–	–	0.01%	514
2024 Q2	$217K	Hold	14,539	–	–	0.01%	521
2024 Q1	$208K	Hold	14,539	–	–	0.01%	506
2023 Q4	$186K	Hold	14,539	–	–	0.01%	481
2023 Q3	$215K	Buy	+14,539	New	+$230K	0.01%	434

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

Empirical Wealth Management's GOF Position: Q2 2026 in Review

Empirical Wealth Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026, closing a stake of 14,539 shares — an estimated $160K sold.

Empirical Wealth Management first reported a position in GOF in Q3 2023 and held it in 11 quarters. The position peaked at $281K in Q3 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Empirical Wealth Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Empirical Wealth Management sold 14,539 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $160K.
Empirical Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2023 and held it in 11 quarters.
Empirical Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $281K in Q3 2025.
212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.