Presper Financial Architects’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Presper Financial Architects’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 Q1	–	Sell	-27,749	Closed	-$357K	–	51
2025 Q4	$357K	Sell	27,749 -20,529	-43%	-$269K	0.2%	35
2025 Q3	$723K	Sell	48,278 -2,272	-4%	-$34K	0.42%	23
2025 Q2	$753K	Buy	+50,550	New	+$737K	0.56%	19

Other funds holding GOF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

EPG

Estate Planners Group Yardley, Pennsylvania $208M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Presper Financial Architects's GOF Position: Q1 2026 in Review

Presper Financial Architects sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2026, closing a stake of 27,749 shares — an estimated $357K sold.

Presper Financial Architects first reported a position in GOF in Q2 2025 and held it in 3 quarters. The position peaked at $753K in Q2 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

Presper Financial Architects reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2026 after selling out during the quarter.
Presper Financial Architects sold 27,749 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $357K.
Presper Financial Architects first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2025 and held it in 3 quarters.
Presper Financial Architects's Guggenheim Strategic Opportunities Fund position peaked at $753K in Q2 2025.
200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Presper Financial Architects's 13F filing for Q1 2026, filed 29 Apr 2026.