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Milestone Asset Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Milestone Asset 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
2025
Q3 		– Sell
-13,835
Closed -$206K – 231
2025
Q2 		$206K Sell
13,835
-104,032
-88% -$1.52M 0.04% 196
2025
Q1 		$1.84M Buy
+117,867
New +$1.83M 0.39% 55

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Milestone Asset Management's GOF Position: Q3 2025 in Review

Milestone Asset Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2025, closing a stake of 13,835 shares — an estimated $206K sold.

Milestone Asset Management first reported a position in GOF in Q1 2025 and held it in 2 quarters. The position peaked at $1.84M in Q1 2025. 186 funds tracked by Wall St. Rank hold GOF as of Q3 2025.

  • Milestone Asset Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Milestone Asset Management sold 13,835 Guggenheim Strategic Opportunities Fund shares in Q3 2025, an estimated $206K.
  • Milestone Asset Management first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2025 and held it in 2 quarters.
  • Milestone Asset Management's Guggenheim Strategic Opportunities Fund position peaked at $1.84M in Q1 2025.
  • 186 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2025.

Based on Milestone Asset Management's 13F filing for Q3 2025, filed 15 Oct 2025.