Marks Group Wealth Management, Inc
Position in GOF — Guggenheim Strategic Opportunities Fund
CIK 1802473
MINNETONKA, MN
Position in GOF
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,095,948
-$431,906 QoQ
Shares Held
190,195
-3.1% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GOF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Marks Group Wealth Management, Inc holds $25,243,084 across 19 Asset Management names. GOF ranks #2 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAM |
Brookfield Asset Management Ltd.
|
83,825 | $3,726,020 | |
| 2 | GOF |
Guggenheim Strategic Opportunities Fund
This page
|
190,195 | $2,095,948 | |
| 3 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
219,290 | $1,899,051 | |
| 4 | IGA |
Voya Global Advantage & Premium Opportunity Fund
|
195,408 | $1,868,100 | |
| 5 | BLK |
BlackRock, Inc.
|
1,908 | $1,834,942 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
85,175 | $1,457,344 | |
| 7 | GAB |
Gabelli Equity Trust Inc
|
227,710 | $1,275,176 | |
| 8 | AMP |
Ameriprise Financial Inc
|
2,858 | $1,270,095 |
All Filings in GOF
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,095,948 | 190,195 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,527,854 | 196,262 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,940,004 | 196,262 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,922,341 | 196,262 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,055,799 | 196,262 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,994,958 | 196,262 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,093,089 | 196,262 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,920,063 | 195,846 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,752,203 | 192,193 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,460,070 | 192,193 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,842,534 | 192,193 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,055,868 | 192,193 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,107,760 | 192,193 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,964,049 | 194,747 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,935,096 | 191,087 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,074,589 | 191,087 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,615,606 | 190,195 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,484,372 | 190,195 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $3,412,434 | 178,195 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,863,267 | 178,195 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,740,313 | 178,195 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,456,983 | 178,195 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,136,232 | 178,195 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,031,802 | 120,225 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||