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Vantage Financial Partners (Wisconsin)’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		– Sell
-12,951
Closed -$194K – 218
2025
Q3 		$194K Sell
12,951
-494
-4% -$7.39K 0.04% 207
2025
Q2 		$200K Sell
13,445
-2,578
-16% -$37.6K 0.05% 195
2025
Q1 		$249K Buy
16,023
+44
+0.3% +$684 0.06% 160
2024
Q4 		$244K Sell
15,979
-310
-2% -$4.87K 0.06% 150
2024
Q3 		$257K Sell
16,289
-2,337
-13% -$35.9K 0.06% 154
2024
Q2 		$278K Buy
18,626
+37
+0.2% +$539 0.07% 120
2024
Q1 		$266K Sell
18,589
-846
-4% -$11.7K 0.07% 120
2023
Q4 		$249K Sell
19,435
-408
-2% -$5.32K 0.07% 109
2023
Q3 		$293K Sell
19,843
-110
-0.6% -$1.74K 0.12% 61
2023
Q2 		$317K Buy
19,953
+9,063
+83% +$145K 0.12% 59
2023
Q1 		$176K Buy
+10,890
New +$180K 0.07% 81

Other funds holding GOF

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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

Vantage Financial Partners (Wisconsin)'s GOF Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2025, closing a stake of 12,951 shares — an estimated $194K sold.

Vantage Financial Partners (Wisconsin) first reported a position in GOF in Q1 2023 and held it in 11 quarters. The position peaked at $317K in Q2 2023. 196 funds tracked by Wall St. Rank hold GOF as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 12,951 Guggenheim Strategic Opportunities Fund shares in Q4 2025, an estimated $194K.
  • Vantage Financial Partners (Wisconsin) first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2023 and held it in 11 quarters.
  • Vantage Financial Partners (Wisconsin)'s Guggenheim Strategic Opportunities Fund position peaked at $317K in Q2 2023.
  • 196 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.