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

Spire 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 Q3	$5.27K	Hold	619	–	–	﹤0.01%	1797
2026 Q2	$6.76K	Sell	619 -103	-14%	-$1.15K	﹤0.01%	1761
2026 Q1	$7.96K	Hold	722	–	–	﹤0.01%	1699
2025 Q4	$9.3K	Hold	722	–	–	﹤0.01%	1731
2025 Q3	$10.8K	Sell	722 -8,986	-93%	-$134K	﹤0.01%	1721
2025 Q2	$145K	Hold	9,708	–	–	0.01%	853
2025 Q1	$151K	Hold	9,708	–	–	﹤0.01%	895
2024 Q4	$148K	Hold	9,708	–	–	﹤0.01%	907
2024 Q3	$153K	Hold	9,708	–	–	0.01%	796
2024 Q2	$145K	Hold	9,708	–	–	0.01%	800
2024 Q1	$139K	Hold	9,708	–	–	﹤0.01%	896
2023 Q4	$127K	Sell	9,708 -1,074	-10%	-$14K	﹤0.01%	932
2023 Q3	$159K	Hold	10,782	–	–	0.01%	781
2023 Q2	$171K	Sell	10,782 -984	-8%	-$15.7K	0.01%	773
2023 Q1	$190K	Buy	11,766 +8,986	+323%	+$148K	0.01%	738
2022 Q4	$42K	Sell	2,780 -3,146	-53%	-$49.6K	﹤0.01%	1042
2022 Q3	$91K	Hold	5,926	–	–	0.01%	740
2022 Q2	$95K	Sell	5,926 -3,262	-36%	-$57.8K	﹤0.01%	1054
2022 Q1	$175K	Sell	9,188 -10,931	-54%	-$205K	﹤0.01%	946
2021 Q4	$369K	Buy	+20,119	New	+$385K	0.01%	814

Other funds holding GOF

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return

Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

Spire Wealth Management's GOF Position: Q3 2026 in Review

Spire Wealth Management held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q3 2026 at 619 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Spire Wealth Management first reported a position in GOF in Q4 2021 and has held it in 20 quarters since. The position peaked at $369K in Q4 2021. 113 funds tracked by Wall St. Rank hold GOF as of Q3 2026.

Spire Wealth Management held 619 shares of Guggenheim Strategic Opportunities Fund worth $5.27K as of Q3 2026.
Spire Wealth Management left its Guggenheim Strategic Opportunities Fund share count unchanged in Q3 2026.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1797 holding.
Spire Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2021 and has held it in 20 quarters since.
Spire Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $369K in Q4 2021.
113 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.