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

Uniting 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	$109K	Hold	10,000	–	–	0.02%	200
2026 Q1	$110K	Buy	+10,000	New	+$121K	0.02%	199
2025 Q4	–	Sell	-10,000	Closed	-$150K	–	176
2025 Q3	$150K	Hold	10,000	–	–	0.04%	188
2025 Q2	$149K	Hold	10,000	–	–	0.06%	109
2025 Q1	$156K	Hold	10,000	–	–	0.08%	99
2024 Q4	$153K	Buy	+10,000	New	+$157K	0.07%	103

Other funds holding GOF

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 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 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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Uniting Wealth Partners held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q2 2026 at 10,000 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #200.

Uniting Wealth Partners first reported a position in GOF in Q4 2024 and has held it in 6 quarters since. The position peaked at $156K in Q1 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Uniting Wealth Partners held 10,000 shares of Guggenheim Strategic Opportunities Fund worth $109K as of Q2 2026.
Uniting Wealth Partners left its Guggenheim Strategic Opportunities Fund share count unchanged in Q2 2026.
Guggenheim Strategic Opportunities Fund made up 0.02% of Uniting Wealth Partners's portfolio in Q2 2026, its #200 holding.
Uniting Wealth Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
Uniting Wealth Partners's Guggenheim Strategic Opportunities Fund position peaked at $156K in Q1 2025.
212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.