FFO
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Fortitude Family Office’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Fortitude Family Office’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
2025
Q1 		– Sell
-752
Closed -$11.5K – 1210
2024
Q4 		$11.5K Sell
752
-921
-55% -$14.5K ﹤0.01% 592
2024
Q3 		$26.4K Buy
+1,673
New +$25.7K 0.01% 362

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fortitude Family Office's GOF Position: Q1 2025 in Review

Fortitude Family Office sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2025, closing a stake of 752 shares — an estimated $11.5K sold.

Fortitude Family Office first reported a position in GOF in Q3 2024 and held it in 2 quarters. The position peaked at $26.4K in Q3 2024. 175 funds tracked by Wall St. Rank hold GOF as of Q1 2025.

  • Fortitude Family Office reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Fortitude Family Office sold 752 Guggenheim Strategic Opportunities Fund shares in Q1 2025, an estimated $11.5K.
  • Fortitude Family Office first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2024 and held it in 2 quarters.
  • Fortitude Family Office's Guggenheim Strategic Opportunities Fund position peaked at $26.4K in Q3 2024.
  • 175 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2025.

Based on Fortitude Family Office's 13F filing for Q1 2025, filed 16 Apr 2025.