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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $1.04B AUM 52.56% 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

Spire Wealth Management's GOF Position: Q2 2026 in Review

Spire Wealth Management reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 14% in Q2 2026, selling an estimated $1.15K and leaving 619 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Spire Wealth Management first reported a position in GOF in Q4 2021 and has held it in 19 quarters since. The position peaked at $369K in Q4 2021. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Spire Wealth Management held 619 shares of Guggenheim Strategic Opportunities Fund worth $6.76K as of Q2 2026.
  • Spire Wealth Management sold 103 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $1.15K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1761 holding.
  • Spire Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2021 and has held it in 19 quarters since.
  • Spire Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $369K in Q4 2021.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.