WANY
GOF icon

Wealthspire Advisors (New York)’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Wealthspire Advisors (New York)’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
-656
Closed -$9.83K – 1783
2025
Q3 		$9.83K Buy
+656
New +$9.81K ﹤0.01% 2022
2019
Q1 		– Sell
-696
Closed -$13K – 343
2018
Q4 		$13K Buy
+696
New +$13.5K ﹤0.01% 437

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T 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

Wealthspire Advisors (New York)'s GOF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2025, closing a stake of 656 shares — an estimated $9.83K sold.

Wealthspire Advisors (New York) first reported a position in GOF in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q4 2018. 197 funds tracked by Wall St. Rank hold GOF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 656 Guggenheim Strategic Opportunities Fund shares in Q4 2025, an estimated $9.83K.
  • Wealthspire Advisors (New York) first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Guggenheim Strategic Opportunities Fund position peaked at $13K in Q4 2018.
  • 197 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.