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

Winch 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
2025
Q4 		– Sell
-6
Closed -$96 – 513
2025
Q3 		$96 Buy
+6
New +$90 ﹤0.01% 497

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VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 22.9% 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
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Winch Advisory Services's GOF Position: Q4 2025 in Review

Winch Advisory Services sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2025, closing a stake of 6 shares — an estimated $96 sold.

Winch Advisory Services first reported a position in GOF in Q3 2025 and held it in 1 quarter. The position peaked at $96 in Q3 2025. 197 funds tracked by Wall St. Rank hold GOF as of Q4 2025.

  • Winch Advisory Services reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Winch Advisory Services sold 6 Guggenheim Strategic Opportunities Fund shares in Q4 2025, an estimated $96.
  • Winch Advisory Services first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2025 and held it in 1 quarter.
  • Winch Advisory Services's Guggenheim Strategic Opportunities Fund position peaked at $96 in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2025.

Based on Winch Advisory Services's 13F filing for Q4 2025, filed 3 Feb 2026.