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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
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
KCP
Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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. 212 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.
  • 212 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.