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Western Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Western Wealth Management’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
Q1 		$649K Sell
58,893
-1,811
-3% -$21.9K 0.02% 570
2025
Q4 		$782K Buy
60,704
+23,768
+64% +$311K 0.04% 407
2025
Q3 		$553K Buy
36,936
+128
+0.3% +$1.91K 0.03% 425
2025
Q2 		$548K Buy
36,808
+1,097
+3% +$16K 0.03% 390
2025
Q1 		$556K Sell
35,711
-106
-0.3% -$1.65K 0.04% 360
2024
Q4 		$547K Sell
35,817
-1,888
-5% -$29.7K 0.04% 357
2024
Q3 		$594K Sell
37,705
-3,393
-8% -$52.1K 0.03% 416
2024
Q2 		$613K Sell
41,098
-6,903
-14% -$101K 0.05% 317
2024
Q1 		$687K Sell
48,001
-6,283
-12% -$87.2K 0.05% 295
2023
Q4 		$695K Sell
54,284
-21,151
-28% -$276K 0.05% 342
2023
Q3 		$1.12M Buy
75,435
+527
+0.7% +$8.33K 0.09% 225
2023
Q2 		$1.19M Buy
74,908
+3,317
+5% +$53K 0.1% 209
2023
Q1 		$1.16M Sell
71,591
-15,141
-17% -$250K 0.11% 204
2022
Q4 		$1.32M Sell
86,732
-8,629
-9% -$136K 0.13% 176
2022
Q3 		$1.47M Buy
+95,361
New +$1.59M 0.08% 232

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 $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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Western Wealth Management's GOF Position: Q1 2026 in Review

Western Wealth Management reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 3% in Q1 2026, selling an estimated $21.9K and leaving 58,893 shares worth $649K. The position accounts for 0.02% of the portfolio, ranked #570.

Western Wealth Management first reported a position in GOF in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.47M in Q3 2022. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Western Wealth Management held 58,893 shares of Guggenheim Strategic Opportunities Fund worth $649K as of Q1 2026.
  • Western Wealth Management sold 1,811 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $21.9K.
  • Guggenheim Strategic Opportunities Fund made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #570 holding.
  • Western Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2022 and has held it in 15 quarters since.
  • Western Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $1.47M in Q3 2022.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.