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&Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

&Partners’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
Q4 		– Sell
-14,970
Closed -$224K – 2316
2025
Q3 		$224K Buy
14,970
+3,991
+36% +$59.7K ﹤0.01% 1910
2025
Q2 		$163K Hold
10,979
– – ﹤0.01% 1868
2025
Q1 		$171K Buy
10,979
+697
+7% +$10.8K ﹤0.01% 1661
2024
Q4 		$158K Buy
+10,282
New +$161K ﹤0.01% 1570

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

&Partners's GOF Position: Q4 2025 in Review

&Partners sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2025, closing a stake of 14,970 shares — an estimated $224K sold.

&Partners first reported a position in GOF in Q4 2024 and held it in 4 quarters. The position peaked at $224K in Q3 2025. 197 funds tracked by Wall St. Rank hold GOF as of Q4 2025.

  • &Partners reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • &Partners sold 14,970 Guggenheim Strategic Opportunities Fund shares in Q4 2025, an estimated $224K.
  • &Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and held it in 4 quarters.
  • &Partners's Guggenheim Strategic Opportunities Fund position peaked at $224K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2025.

Based on &Partners's 13F filing for Q4 2025, filed 17 Feb 2026.