MWM
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Melfa Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Melfa 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 		$198K Hold
17,950
– – 0.11% 164
2025
Q4 		$231K Buy
+17,950
New +$235K 0.13% 155

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VCP
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EPG
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RCM
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Envestnet Asset Management
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Invesco
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LSC
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Cetera Investment Advisers
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