Encompass More Asset Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Encompass More Asset 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	$244K	Sell	22,341 -2,931	-12%	-$32.7K	0.04%	243
2026 Q1	$278K	Sell	25,272 -1,053	-4%	-$12.7K	0.05%	197
2025 Q4	$339K	Sell	26,325 -632	-2%	-$8.27K	0.06%	188
2025 Q3	$404K	Buy	26,957 +2,527	+10%	+$37.8K	0.08%	145
2025 Q2	$364K	Buy	24,430 +2,815	+13%	+$41.1K	0.09%	147
2025 Q1	$337K	Sell	21,615 -558	-3%	-$8.67K	0.1%	143
2024 Q4	$338K	Buy	22,173 +944	+4%	+$14.8K	0.11%	139
2024 Q3	$335K	Buy	+21,229	New	+$326K	0.13%	127

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

Encompass More Asset Management's GOF Position: Q2 2026 in Review

Encompass More Asset Management reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 12% in Q2 2026, selling an estimated $32.7K and leaving 22,341 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #243.

Encompass More Asset Management first reported a position in GOF in Q3 2024 and has held it in 8 quarters since. The position peaked at $404K in Q3 2025. 213 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Encompass More Asset Management held 22,341 shares of Guggenheim Strategic Opportunities Fund worth $244K as of Q2 2026.
Encompass More Asset Management sold 2,931 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $32.7K.
Guggenheim Strategic Opportunities Fund made up 0.04% of Encompass More Asset Management's portfolio in Q2 2026, its #243 holding.
Encompass More Asset Management first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2024 and has held it in 8 quarters since.
Encompass More Asset Management's Guggenheim Strategic Opportunities Fund position peaked at $404K in Q3 2025.
213 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.