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

Prosperity 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
2025
Q4 		$430K Buy
33,416
+11,632
+53% +$152K 0.14% 157
2025
Q3 		$326K Buy
21,784
+84
+0.4% +$1.26K 0.11% 177
2025
Q2 		$323K Buy
21,700
+2,698
+14% +$39.4K 0.12% 167
2025
Q1 		$296K Buy
+19,002
New +$295K 0.14% 152

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Prosperity Wealth Management's GOF Position: Q4 2025 in Review

Prosperity Wealth Management increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 53% in Q4 2025, buying an estimated $152K and bringing the position to 33,416 shares worth $430K. The position accounts for 0.14% of the portfolio, ranked #157.

Prosperity Wealth Management first reported a position in GOF in Q1 2025 and has held it in 4 quarters since. 196 funds tracked by Wall St. Rank hold GOF as of Q4 2025.

  • Prosperity Wealth Management held 33,416 shares of Guggenheim Strategic Opportunities Fund worth $430K as of Q4 2025.
  • Prosperity Wealth Management bought 11,632 Guggenheim Strategic Opportunities Fund shares in Q4 2025, an estimated $152K.
  • Guggenheim Strategic Opportunities Fund made up 0.14% of Prosperity Wealth Management's portfolio in Q4 2025, its #157 holding.
  • Prosperity Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2025 and has held it in 4 quarters since.
  • 196 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.