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Significant Wealth Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Significant Wealth 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
2026
Q2 		$1.76M Buy
160,924
+2,748
+2% +$30.7K 1.9% 19
2026
Q1 		$1.74M Buy
+158,176
New +$1.91M 2.15% 18
2024
Q2 		– Sell
-276,751
Closed -$3.96M – 107
2024
Q1 		$3.96M Buy
276,751
+104,668
+61% +$1.45M 2.6% 6
2023
Q4 		$2.2M Buy
+172,083
New +$2.24M 1.6% 15

Other funds holding GOF

SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Significant Wealth Partners's GOF Position: Q2 2026 in Review

Significant Wealth Partners increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 1.7% in Q2 2026, buying an estimated $30.7K and bringing the position to 160,924 shares worth $1.76M. The position accounts for 1.9% of the portfolio, ranked #19.

Significant Wealth Partners first reported a position in GOF in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.96M in Q1 2024. 83 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Significant Wealth Partners held 160,924 shares of Guggenheim Strategic Opportunities Fund worth $1.76M as of Q2 2026.
  • Significant Wealth Partners bought 2,748 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $30.7K.
  • Guggenheim Strategic Opportunities Fund made up 1.9% of Significant Wealth Partners's portfolio in Q2 2026, its #19 holding.
  • Significant Wealth Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2023 and has held it in 4 quarters since.
  • Significant Wealth Partners's Guggenheim Strategic Opportunities Fund position peaked at $3.96M in Q1 2024.
  • 83 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.