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

Kingsview 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	$154K	Buy	14,121 +2,955	+26%	+$33K	﹤0.01%	1379
2026 Q1	$123K	Hold	11,166	–	–	﹤0.01%	1286
2025 Q4	$144K	Sell	11,166 -830	-7%	-$10.9K	﹤0.01%	1199
2025 Q3	$180K	Buy	11,996 +966	+9%	+$14.4K	﹤0.01%	1154
2025 Q2	$164K	Buy	+11,030	New	+$161K	﹤0.01%	1123

Other funds holding GOF

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 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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kingsview Wealth Management's GOF Position: Q2 2026 in Review

Kingsview Wealth Management increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 26% in Q2 2026, buying an estimated $33K and bringing the position to 14,121 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Kingsview Wealth Management first reported a position in GOF in Q2 2025 and has held it in 5 quarters since. The position peaked at $180K in Q3 2025. 213 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Kingsview Wealth Management held 14,121 shares of Guggenheim Strategic Opportunities Fund worth $154K as of Q2 2026.
Kingsview Wealth Management bought 2,955 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $33K.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1379 holding.
Kingsview Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
Kingsview Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $180K in Q3 2025.
213 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.