Mallini Complete Financial Planning’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Mallini Complete Financial Planning’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	$606K	Buy	55,467 +5,049	+10%	+$56.4K	0.43%	20
2026 Q1	$556K	Buy	50,418 +3,585	+8%	+$43.3K	0.44%	16
2025 Q4	$603K	Buy	46,833 +1,256	+3%	+$16.4K	0.48%	16
2025 Q3	$683K	Buy	45,577 +7,015	+18%	+$105K	0.56%	14
2025 Q2	$574K	Buy	38,562 +3,498	+10%	+$51K	0.73%	18
2025 Q1	$546K	Buy	35,064 +5,715	+19%	+$88.8K	0.52%	18
2024 Q4	$448K	Buy	+29,349	New	+$461K	0.43%	20

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

Mallini Complete Financial Planning's GOF Position: Q2 2026 in Review

Mallini Complete Financial Planning increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 10% in Q2 2026, buying an estimated $56.4K and bringing the position to 55,467 shares worth $606K. The position accounts for 0.43% of the portfolio, ranked #20.

Mallini Complete Financial Planning first reported a position in GOF in Q4 2024 and has held it in 7 quarters since. The position peaked at $683K in Q3 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Mallini Complete Financial Planning held 55,467 shares of Guggenheim Strategic Opportunities Fund worth $606K as of Q2 2026.
Mallini Complete Financial Planning bought 5,049 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $56.4K.
Guggenheim Strategic Opportunities Fund made up 0.43% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #20 holding.
Mallini Complete Financial Planning first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
Mallini Complete Financial Planning's Guggenheim Strategic Opportunities Fund position peaked at $683K in Q3 2025.
212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.