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 Q2	$2.08M	Hold	190,195	–	–	0.18%	129
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 $1.89T 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

Marks Group Wealth Management's GOF Position: Q2 2026 in Review

Marks Group Wealth Management held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q2 2026 at 190,195 shares worth $2.08M. The position accounts for 0.18% of the portfolio, ranked #129.

Marks Group Wealth Management first reported a position in GOF in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.86M in Q2 2021. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Marks Group Wealth Management held 190,195 shares of Guggenheim Strategic Opportunities Fund worth $2.08M as of Q2 2026.
Marks Group Wealth Management left its Guggenheim Strategic Opportunities Fund share count unchanged in Q2 2026.
Guggenheim Strategic Opportunities Fund made up 0.18% of Marks Group Wealth Management's portfolio in Q2 2026, its #129 holding.
Marks Group Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2020 and has held it in 25 quarters since.
Marks Group Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $3.86M in Q2 2021.
212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

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