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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.45B AUM 27.29% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return