Wealth Enhancement Advisory Services
GOF icon

Wealth Enhancement Advisory Services’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Wealth Enhancement Advisory Services’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 		$124K Sell
11,304
-766
-6% -$8.55K ﹤0.01% 3750
2026
Q1 		$135K Buy
12,070
+1,164
+11% +$14K ﹤0.01% 3245
2025
Q4 		$142K Buy
+10,906
New +$143K ﹤0.01% 3361

Other funds holding GOF

SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Wealth Enhancement Advisory Services's GOF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 6.3% in Q2 2026, selling an estimated $8.55K and leaving 11,304 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #3750.

Wealth Enhancement Advisory Services first reported a position in GOF in Q4 2025 and has held it in 3 quarters since. The position peaked at $142K in Q4 2025. 37 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,304 shares of Guggenheim Strategic Opportunities Fund worth $124K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 766 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $8.55K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3750 holding.
  • Wealth Enhancement Advisory Services first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Guggenheim Strategic Opportunities Fund position peaked at $142K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.