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

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 22.9% 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

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. 212 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.
212 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.