EWM
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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

SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 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. 37 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.
  • 37 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.