Advisor Resource Council’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-12,171	Closed	-$190K	–	343
2025 Q1	$190K	Buy	+12,171	New	+$189K	0.02%	557
2024 Q1	–	Sell	-14,902	Closed	-$191K	–	346
2023 Q4	$191K	Buy	+14,902	New	+$194K	0.02%	461
2022 Q3	–	Sell	-15,485	Closed	-$249K	–	284
2022 Q2	$249K	Buy	+15,485	New	+$274K	0.02%	411
2022 Q1	–	Sell	-17,504	Closed	-$321K	–	335
2021 Q4	$321K	Buy	+17,504	New	+$335K	0.03%	420

Other funds holding GOF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advisor Resource Council's GOF Position: Q2 2025 in Review

Advisor Resource Council sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2025, closing a stake of 12,171 shares — an estimated $190K sold.

Advisor Resource Council first reported a position in GOF in Q4 2021 and held it in 4 quarters. The position peaked at $321K in Q4 2021. 174 funds tracked by Wall St. Rank hold GOF as of Q2 2025.

Advisor Resource Council reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 12,171 Guggenheim Strategic Opportunities Fund shares in Q2 2025, an estimated $190K.
Advisor Resource Council first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2021 and held it in 4 quarters.
Advisor Resource Council's Guggenheim Strategic Opportunities Fund position peaked at $321K in Q4 2021.
174 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.