Future Financial Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Future Financial 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
2025 Q4	–	Sell	-4,000	Closed	-$59.9K	–	235
2025 Q3	$59.9K	Hold	4,000	–	–	0.04%	230
2025 Q2	$59.6K	Hold	4,000	–	–	0.04%	219
2025 Q1	$62.3K	Hold	4,000	–	–	0.05%	211
2024 Q4	$61K	Hold	4,000	–	–	0.04%	217
2024 Q3	$63K	Buy	+4,000	New	+$61.5K	0.05%	228
2024 Q2	–	Sell	-4,000	Closed	-$57.3K	–	242
2024 Q1	$57.3K	Buy	+4,000	New	+$55.5K	0.04%	245
2022 Q4	–	Sell	-10,792	Closed	-$174K	–	121
2022 Q3	$174K	Hold	10,792	–	–	0.2%	111
2022 Q2	$205K	Hold	10,792	–	–	0.2%	119
2022 Q1	$205K	Buy	+10,792	New	+$202K	0.17%	119

Other funds holding GOF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EPG

Estate Planners Group Yardley, Pennsylvania $221M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Future Financial Wealth Management's GOF Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2025, closing a stake of 4,000 shares — an estimated $59.9K sold.

Future Financial Wealth Management first reported a position in GOF in Q1 2022 and held it in 9 quarters. The position peaked at $205K in Q2 2022. 197 funds tracked by Wall St. Rank hold GOF as of Q4 2025.

Future Financial Wealth Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 4,000 Guggenheim Strategic Opportunities Fund shares in Q4 2025, an estimated $59.9K.
Future Financial Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2022 and held it in 9 quarters.
Future Financial Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $205K in Q2 2022.
197 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.