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Discipline Wealth Solutions, LLC

SEC CIK
0002010507
Latest filing
Jul 21, 2026

GOF holding history

Guggenheim Strategic Opportunities Fund in every 13F filed by Discipline Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GOF overviewAll 13F holders of GOFFull Q2 2026 holdings

Shares (Q2 2026)
41,322
Value
$451.2K
% of portfolio
<0.1%
Quarters held
4
Since Q3 2025
Holdings of GOF by Discipline Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,322$451.2K<0.1%+10,904+35.8%AddedHolders
Q1 202630,418$335.2K<0.1%−15,071−33.1%ReducedHolders
Q4 202545,489$585.9K0.1%+9,554+26.6%AddedHolders
Q3 202535,935$538.3K0.1%+35,935NewHolders