NWM
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Nova Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Nova 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 		$32.1K Hold
2,940
– – 0.02% 273
2026
Q1 		$32.4K Hold
2,940
– – 0.02% 248
2025
Q4 		$37.9K Hold
2,940
– – 0.03% 225
2025
Q3 		$44K Hold
2,940
– – 0.03% 212
2025
Q2 		$43.8K Hold
2,940
– – 0.03% 217
2025
Q1 		$45.8K Hold
2,940
– – 0.04% 205
2024
Q4 		$44.9K Buy
+2,940
New +$46.2K 0.04% 173

Other funds holding GOF

SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 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
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Nova Wealth Management's GOF Position: Q2 2026 in Review

Nova Wealth Management held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q2 2026 at 2,940 shares worth $32.1K. The position accounts for 0.02% of the portfolio, ranked #273.

Nova Wealth Management first reported a position in GOF in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.8K in Q1 2025. 37 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Nova Wealth Management held 2,940 shares of Guggenheim Strategic Opportunities Fund worth $32.1K as of Q2 2026.
  • Nova Wealth Management left its Guggenheim Strategic Opportunities Fund share count unchanged in Q2 2026.
  • Guggenheim Strategic Opportunities Fund made up 0.02% of Nova Wealth Management's portfolio in Q2 2026, its #273 holding.
  • Nova Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $45.8K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

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