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Institute for Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Institute for 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
2026
Q2 		$9.34K Buy
+855
New +$9.54K ﹤0.01% 1328

Other funds holding GOF

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Institute for Wealth Management's GOF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026: 855 shares worth $9.34K. The stake represents ﹤0.01% of the portfolio and ranks #1328 among its holdings.

131 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Institute for Wealth Management held 855 shares of Guggenheim Strategic Opportunities Fund worth $9.34K as of Q2 2026.
  • Guggenheim Strategic Opportunities Fund was a new Institute for Wealth Management position in Q2 2026.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1328 holding.
  • 131 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.