MPWM Advisory Solutions’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

MPWM Advisory Solutions’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	$54.6K	Sell	5,000 -2,000	-29%	-$22.3K	0.03%	194
2026 Q1	$77.1K	Hold	7,000	–	–	0.04%	156
2025 Q4	$90.2K	Hold	7,000	–	–	0.05%	136
2025 Q3	$105K	Hold	7,000	–	–	0.06%	112
2025 Q2	$104K	Hold	7,000	–	–	0.07%	107
2025 Q1	$109K	Hold	7,000	–	–	0.08%	92
2024 Q4	$107K	Buy	+7,000	New	+$110K	0.08%	97

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

MPWM Advisory Solutions's GOF Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 29% in Q2 2026, selling an estimated $22.3K and leaving 5,000 shares worth $54.6K. The position accounts for 0.03% of the portfolio, ranked #194.

MPWM Advisory Solutions first reported a position in GOF in Q4 2024 and has held it in 7 quarters since. The position peaked at $109K in Q1 2025. 213 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

MPWM Advisory Solutions held 5,000 shares of Guggenheim Strategic Opportunities Fund worth $54.6K as of Q2 2026.
MPWM Advisory Solutions sold 2,000 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $22.3K.
Guggenheim Strategic Opportunities Fund made up 0.03% of MPWM Advisory Solutions's portfolio in Q2 2026, its #194 holding.
MPWM Advisory Solutions first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's Guggenheim Strategic Opportunities Fund position peaked at $109K in Q1 2025.
213 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.