Highline Wealth Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Highline 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	$2.51K	Hold	230	–	–	﹤0.01%	1137
2026 Q1	$2.54K	Sell	230 -20	-8%	-$241	﹤0.01%	1008
2025 Q4	$3.22K	Hold	250	–	–	﹤0.01%	704
2025 Q3	$3.75K	Buy	+250	New	+$3.74K	﹤0.01%	666

Other funds holding GOF

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

Highline Wealth Partners's GOF Position: Q2 2026 in Review

Highline Wealth Partners held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q2 2026 at 230 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Highline Wealth Partners first reported a position in GOF in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.75K in Q3 2025. 44 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Highline Wealth Partners held 230 shares of Guggenheim Strategic Opportunities Fund worth $2.51K as of Q2 2026.
Highline Wealth Partners left its Guggenheim Strategic Opportunities Fund share count unchanged in Q2 2026.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1137 holding.
Highline Wealth Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
Highline Wealth Partners's Guggenheim Strategic Opportunities Fund position peaked at $3.75K in Q3 2025.
44 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.