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Noble Wealth Management PBC’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Noble Wealth Management PBC’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 		$3.82K Sell
350
-54,050
-99% -$603K ﹤0.01% 537
2026
Q1 		$599K Sell
54,400
-78,165
-59% -$943K 0.3% 79
2025
Q4 		$1.71M Buy
+132,565
New +$1.74M 0.86% 37

Other funds holding GOF

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Noble Wealth Management PBC's GOF Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 99% in Q2 2026, selling an estimated $603K and leaving 350 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Noble Wealth Management PBC first reported a position in GOF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.71M in Q4 2025. 69 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Noble Wealth Management PBC held 350 shares of Guggenheim Strategic Opportunities Fund worth $3.82K as of Q2 2026.
  • Noble Wealth Management PBC sold 54,050 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $603K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #537 holding.
  • Noble Wealth Management PBC first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • Noble Wealth Management PBC's Guggenheim Strategic Opportunities Fund position peaked at $1.71M in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.