WWM
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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
Q2 		$602K Sell
55,122
-3,771
-6% -$42.1K 0.02% 626
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 0.03% 430
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 $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Western Wealth Management's GOF Position: Q2 2026 in Review

Western Wealth Management reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 6.4% in Q2 2026, selling an estimated $42.1K and leaving 55,122 shares worth $602K. The position accounts for 0.02% of the portfolio, ranked #626.

Western Wealth Management first reported a position in GOF in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.47M in Q3 2022. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Western Wealth Management held 55,122 shares of Guggenheim Strategic Opportunities Fund worth $602K as of Q2 2026.
  • Western Wealth Management sold 3,771 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $42.1K.
  • Guggenheim Strategic Opportunities Fund made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #626 holding.
  • Western Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2022 and has held it in 16 quarters since.
  • Western Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $1.47M in Q3 2022.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.