NW
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NewEdge Wealth’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

NewEdge Wealth’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
Q2 		– Sell
-14,834
Closed -$231K – 991
2025
Q1 		$231K Buy
+14,834
New +$230K ﹤0.01% 851

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NewEdge Wealth's GOF Position: Q2 2025 in Review

NewEdge Wealth sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2025, closing a stake of 14,834 shares — an estimated $231K sold.

NewEdge Wealth first reported a position in GOF in Q1 2025 and held it in 1 quarter. The position peaked at $231K in Q1 2025. 174 funds tracked by Wall St. Rank hold GOF as of Q2 2025.

  • NewEdge Wealth reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • NewEdge Wealth sold 14,834 Guggenheim Strategic Opportunities Fund shares in Q2 2025, an estimated $231K.
  • NewEdge Wealth first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2025 and held it in 1 quarter.
  • NewEdge Wealth's Guggenheim Strategic Opportunities Fund position peaked at $231K in Q1 2025.
  • 174 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2025.

Based on NewEdge Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.