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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
Q2 		$196K Hold
17,950
– – 0.11% 168
2026
Q1 		$198K Hold
17,950
– – 0.11% 164
2025
Q4 		$231K Buy
+17,950
New +$235K 0.13% 155

Other funds holding GOF

Morgan Stanley
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
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Melfa Wealth Management's GOF Position: Q2 2026 in Review

Melfa Wealth Management held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q2 2026 at 17,950 shares worth $196K. The position accounts for 0.11% of the portfolio, ranked #168.

Melfa Wealth Management first reported a position in GOF in Q4 2025 and has held it in 3 quarters since. The position peaked at $231K in Q4 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Melfa Wealth Management held 17,950 shares of Guggenheim Strategic Opportunities Fund worth $196K as of Q2 2026.
  • Melfa Wealth Management left its Guggenheim Strategic Opportunities Fund share count unchanged in Q2 2026.
  • Guggenheim Strategic Opportunities Fund made up 0.11% of Melfa Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Melfa Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • Melfa Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $231K in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.