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GPS Wealth Strategies Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

GPS Wealth Strategies Group’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
-31,504
Closed -$472K – 961
2025
Q3 		$472K Hold
31,504
– – 0.05% 199
2025
Q2 		$469K Hold
31,504
– – 0.05% 191
2025
Q1 		$491K Hold
31,504
– – 0.07% 175
2024
Q4 		$481K Hold
31,504
– – 0.06% 175
2024
Q3 		$497K Hold
31,504
– – 0.07% 185
2024
Q2 		$470K Hold
31,504
– – 0.07% 167
2024
Q1 		$451K Sell
31,504
-2,343
-7% -$32.5K 0.07% 166
2023
Q4 		$433K Sell
33,847
-6,766
-17% -$88.2K 0.08% 162
2023
Q3 		$601K Hold
40,613
– – 0.12% 133
2023
Q2 		$646K Sell
40,613
-2,387
-6% -$38.1K 0.12% 128
2023
Q1 		$695K Buy
43,000
+6,871
+19% +$113K 0.14% 117
2022
Q4 		$550K Hold
36,129
– – 0.17% 81
2022
Q3 		$555K Sell
36,129
-633
-2% -$10.5K 0.14% 115
2022
Q2 		$591K Buy
36,762
+28,249
+332% +$500K 0.15% 114
2022
Q1 		$162K Buy
+8,513
New +$160K 0.04% 239

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 $377B AUM 19.32% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

GPS Wealth Strategies Group's GOF Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2025, closing a stake of 31,504 shares — an estimated $472K sold.

GPS Wealth Strategies Group first reported a position in GOF in Q1 2022 and held it in 15 quarters. The position peaked at $695K in Q1 2023. 196 funds tracked by Wall St. Rank hold GOF as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 31,504 Guggenheim Strategic Opportunities Fund shares in Q4 2025, an estimated $472K.
  • GPS Wealth Strategies Group first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2022 and held it in 15 quarters.
  • GPS Wealth Strategies Group's Guggenheim Strategic Opportunities Fund position peaked at $695K in Q1 2023.
  • 196 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.