Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Northwestern Mutual Wealth 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
2026
Q2 		$58.6K Buy
5,364
+1,176
+28% +$13.1K ﹤0.01% 2478
2026
Q1 		$46.2K Buy
4,188
+1,860
+80% +$22.4K ﹤0.01% 2463
2025
Q4 		$30K Sell
2,328
-816
-26% -$10.7K ﹤0.01% 2587
2025
Q3 		$47.1K Hold
3,144
– – ﹤0.01% 2346
2025
Q2 		$46.8K Sell
3,144
-7,538
-71% -$110K ﹤0.01% 2286
2025
Q1 		$166K Buy
10,682
+6,274
+142% +$97.5K ﹤0.01% 1735
2024
Q4 		$67.3K Buy
4,408
+184
+4% +$2.89K ﹤0.01% 2065
2024
Q3 		$66.6K Sell
4,224
-2,444
-37% -$37.6K ﹤0.01% 2054
2024
Q2 		$99.4K Buy
6,668
+22
+0.3% +$321 ﹤0.01% 1834
2024
Q1 		$95.2K Buy
6,646
+1,014
+18% +$14.1K ﹤0.01% 1825
2023
Q4 		$72.1K Sell
5,632
-93,878
-94% -$1.22M ﹤0.01% 1906
2023
Q3 		$1.47M Buy
99,510
+97,695
+5,383% +$1.54M ﹤0.01% 811
2023
Q2 		$28.9K Buy
1,815
+1,255
+224% +$20K ﹤0.01% 2181
2023
Q1 		$9.05K Sell
560
-300
-35% -$4.95K ﹤0.01% 2540
2022
Q4 		$13.1K Sell
860
-7,646
-90% -$120K ﹤0.01% 2398
2022
Q3 		$131K Buy
8,506
+1,414
+20% +$23.5K ﹤0.01% 1551
2022
Q2 		$114K Sell
7,092
-1,822
-20% -$32.3K ﹤0.01% 1591
2022
Q1 		$170K Sell
8,914
-8,589
-49% -$161K ﹤0.01% 1493
2021
Q4 		$321K Buy
17,503
+9,814
+128% +$188K ﹤0.01% 1252
2021
Q3 		$147K Buy
7,689
+848
+12% +$18.1K ﹤0.01% 1464
2021
Q2 		$148K Buy
6,841
+2,454
+56% +$51.5K ﹤0.01% 1442
2021
Q1 		$92K Sell
4,387
-3,855
-47% -$79.4K ﹤0.01% 1518
2020
Q4 		$160K Sell
8,242
-1,281
-13% -$23.6K ﹤0.01% 1231
2020
Q3 		$168K Sell
9,523
-126
-1% -$2.22K ﹤0.01% 1082
2020
Q2 		$163K Sell
9,649
-118,498
-92% -$1.88M ﹤0.01% 1041
2020
Q1 		$1.95M Buy
128,147
+4,852
+4% +$85K 0.01% 360
2019
Q4 		$2.23M Buy
123,295
+13,484
+12% +$258K 0.01% 378
2019
Q3 		$2.12M Buy
109,811
+7,259
+7% +$146K 0.01% 366
2019
Q2 		$2.1M Buy
102,552
+7,171
+8% +$144K 0.01% 365
2019
Q1 		$1.87M Sell
95,381
-16,214
-15% -$317K 0.01% 377
2018
Q4 		$2.04M Buy
111,595
+11,020
+11% +$214K 0.01% 340
2018
Q3 		$2.11M Buy
100,575
+91,909
+1,061% +$2M 0.01% 319
2018
Q2 		$190K Hold
8,666
– – ﹤0.01% 781
2018
Q1 		$176K Sell
8,666
-249
-3% -$5.13K ﹤0.01% 776
2017
Q4 		$192K Hold
8,915
– – ﹤0.01% 732
2017
Q3 		$190K Buy
8,915
+1,882
+27% +$39.8K ﹤0.01% 696
2017
Q2 		$149K Buy
7,033
+5,283
+302% +$111K ﹤0.01% 752
2017
Q1 		$36K Buy
+1,750
New +$35.2K ﹤0.01% 1132
2015
Q4 		– Sell
-360
Closed -$6K – 1691
2015
Q3 		$6K Buy
+360
New +$6.78K ﹤0.01% 1202

Other funds holding GOF

Morgan Stanley
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
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
KCP
Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management's GOF Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 28% in Q2 2026, buying an estimated $13.1K and bringing the position to 5,364 shares worth $58.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

Northwestern Mutual Wealth Management first reported a position in GOF in Q3 2015 and has held it in 39 quarters since. The position peaked at $2.23M in Q4 2019. 213 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Northwestern Mutual Wealth Management held 5,364 shares of Guggenheim Strategic Opportunities Fund worth $58.6K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 1,176 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $13.1K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2478 holding.
  • Northwestern Mutual Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2015 and has held it in 39 quarters since.
  • Northwestern Mutual Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $2.23M in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.