Waverly Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Waverly Advisors’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 Q2	$296K	Hold
2025 Q1	$309K	Hold
2024 Q4	$303K	Buy
2013 Q4	–	Sell
2013 Q3	$51K	Buy