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

Marks Group 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 Q1	$2.1M	Sell	190,195 -6,067	-3%	-$73.2K	0.2%	131
2025 Q4	$2.53M	Hold	196,262	–	–	0.24%	112
2025 Q3	$2.94M	Hold	196,262	–	–	0.27%	99
2025 Q2	$2.92M	Hold	196,262	–	–	0.27%	99
2025 Q1	$3.06M	Hold	196,262	–	–	0.29%	96
2024 Q4	$2.99M	Hold	196,262	–	–	0.3%	98
2024 Q3	$3.09M	Buy	196,262 +416	+0.2%	+$6.39K	0.3%	96
2024 Q2	$2.92M	Buy	195,846 +3,653	+2%	+$53.2K	0.31%	94
2024 Q1	$2.75M	Hold	192,193	–	–	0.29%	96
2023 Q4	$2.46M	Hold	192,193	–	–	0.28%	102
2023 Q3	$2.84M	Hold	192,193	–	–	0.35%	94
2023 Q2	$3.06M	Hold	192,193	–	–	0.36%	93
2023 Q1	$3.11M	Sell	192,193 -2,554	-1%	-$42.1K	0.4%	89
2022 Q4	$2.96M	Buy	194,747 +3,660	+2%	+$57.7K	0.4%	88
2022 Q3	$2.94M	Hold	191,087	–	–	0.45%	81
2022 Q2	$3.08M	Buy	191,087 +892	+0.5%	+$15.8K	0.44%	79
2022 Q1	$3.62M	Hold	190,195	–	–	0.45%	82
2021 Q4	$3.48M	Buy	190,195 +12,000	+7%	+$230K	0.42%	89
2021 Q3	$3.41M	Hold	178,195	–	–	0.46%	79
2021 Q2	$3.86M	Hold	178,195	–	–	0.53%	86
2021 Q1	$3.74M	Hold	178,195	–	–	0.55%	85
2020 Q4	$3.46M	Hold	178,195	–	–	0.54%	85
2020 Q3	$3.14M	Buy	178,195 +57,970	+48%	+$1.02M	0.57%	77
2020 Q2	$2.03M	Buy	+120,225	New	+$1.91M	0.41%	99

Other funds holding GOF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

EPG

Estate Planners Group Yardley, Pennsylvania $208M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Marks Group Wealth Management's GOF Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 3.1% in Q1 2026, selling an estimated $73.2K and leaving 190,195 shares worth $2.1M. The position accounts for 0.2% of the portfolio, ranked #131.

Marks Group Wealth Management first reported a position in GOF in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.86M in Q2 2021. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

Marks Group Wealth Management held 190,195 shares of Guggenheim Strategic Opportunities Fund worth $2.1M as of Q1 2026.
Marks Group Wealth Management sold 6,067 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $73.2K.
Guggenheim Strategic Opportunities Fund made up 0.2% of Marks Group Wealth Management's portfolio in Q1 2026, its #131 holding.
Marks Group Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2020 and has held it in 24 quarters since.
Marks Group Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $3.86M in Q2 2021.
200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.