Back to GOF

Retirement Planning Group, LLC → GOF

Retirement Planning Group, LLC GOF Position History

Guggenheim Strategic Opportunities Fund

Quarters held
5
Latest value
$2.8M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.1M
Q4 2025$3.7M
Q1 2026$2.7M
Q2 2026$3.6M
Q3 2026$2.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.8M332.7K——
Q2 2026$3.6M328.4K——
Q1 2026$2.7M246.7K——
Q4 2025$3.7M287.6K——
Q3 2025$4.1M273.9K——

Other funds holding GOF

Other Retirement Planning Group, LLC positions

VGES

VANGUARD INDEX FDS

$362.3M
VGES

VANGUARD INDEX FDS

$348.6M
VGES

VANGUARD INDEX FDS

$325.3M
BTCW

WISDOMTREE TR

$316.9M
VGES

VANGUARD INDEX FDS

$306.3M
BTCW

WISDOMTREE TR

$299.8M
VGES

VANGUARD INDEX FDS

$292M
EZBC

FRANKLIN TEMPLETON ETF TR

$271.5M