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New England Private Wealth Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

New England Private 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 		$477K Buy
+43,327
New +$523K 0.06% 137
2025
Q4 		– Sell
-43,327
Closed -$649K – 182
2025
Q3 		$649K Hold
43,327
– – 0.09% 113
2025
Q2 		$643K Sell
43,327
-1,000
-2% -$14.6K 0.09% 100
2025
Q1 		$690K Buy
+44,327
New +$689K 0.11% 92

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

New England Private Wealth Advisors's GOF Position: Q1 2026 in Review

New England Private Wealth Advisors opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q1 2026: 43,327 shares worth $477K. The stake represents 0.06% of the portfolio and ranks #137 among its holdings. This is a return to the name: New England Private Wealth Advisors previously reported a position in GOF as recently as Q3 2025.

New England Private Wealth Advisors first reported a position in GOF in Q1 2025 and has held it in 4 quarters since. The position peaked at $690K in Q1 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • New England Private Wealth Advisors held 43,327 shares of Guggenheim Strategic Opportunities Fund worth $477K as of Q1 2026.
  • Guggenheim Strategic Opportunities Fund was a new New England Private Wealth Advisors position in Q1 2026.
  • Guggenheim Strategic Opportunities Fund made up 0.06% of New England Private Wealth Advisors's portfolio in Q1 2026, its #137 holding.
  • New England Private Wealth Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2025 and has held it in 4 quarters since.
  • New England Private Wealth Advisors's Guggenheim Strategic Opportunities Fund position peaked at $690K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on New England Private Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.