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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

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
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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. 34 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.
  • 34 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.