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

Firethorn 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
2026 Q2	$216K	Buy	19,817 +935	+5%	+$10.4K	0.07%	191
2026 Q1	$208K	Buy	18,882 +840	+5%	+$10.1K	0.08%	178
2025 Q4	$232K	Buy	18,042 +7,062	+64%	+$92.5K	0.09%	168
2025 Q3	$164K	Buy	10,980 +392	+4%	+$5.86K	0.06%	179
2025 Q2	$158K	Buy	10,588 +384	+4%	+$5.6K	0.07%	166
2025 Q1	$159K	Buy	+10,204	New	+$159K	0.08%	165

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Firethorn Wealth Partners's GOF Position: Q2 2026 in Review

Firethorn Wealth Partners increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 5% in Q2 2026, buying an estimated $10.4K and bringing the position to 19,817 shares worth $216K. The position accounts for 0.07% of the portfolio, ranked #191.

Firethorn Wealth Partners first reported a position in GOF in Q1 2025 and has held it in 6 quarters since. The position peaked at $232K in Q4 2025. 34 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Firethorn Wealth Partners held 19,817 shares of Guggenheim Strategic Opportunities Fund worth $216K as of Q2 2026.
Firethorn Wealth Partners bought 935 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $10.4K.
Guggenheim Strategic Opportunities Fund made up 0.07% of Firethorn Wealth Partners's portfolio in Q2 2026, its #191 holding.
Firethorn Wealth Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
Firethorn Wealth Partners's Guggenheim Strategic Opportunities Fund position peaked at $232K in Q4 2025.
34 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

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