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Marshall & Sterling Wealth Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$287 Hold
26
– – ﹤0.01% 328
2025
Q4 		$335 Hold
26
– – ﹤0.01% 327
2025
Q3 		$389 Hold
26
– – ﹤0.01% 629
2025
Q2 		$387 Hold
26
– – ﹤0.01% 614
2025
Q1 		$405 Hold
26
– – ﹤0.01% 622
2024
Q4 		$397 Buy
+26
New +$408 ﹤0.01% 347

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's GOF Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q1 2026 at 26 shares worth $287. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Marshall & Sterling Wealth Advisors first reported a position in GOF in Q4 2024 and has held it in 6 quarters since. The position peaked at $405 in Q1 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Marshall & Sterling Wealth Advisors held 26 shares of Guggenheim Strategic Opportunities Fund worth $287 as of Q1 2026.
  • Marshall & Sterling Wealth Advisors left its Guggenheim Strategic Opportunities Fund share count unchanged in Q1 2026.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #328 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • Marshall & Sterling Wealth Advisors's Guggenheim Strategic Opportunities Fund position peaked at $405 in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.