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Advisory Solutions Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Advisory Solutions Group’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
2026
Q3 		$4.45M Buy
523,345
+51,216
+11% +$508K 0.94% 27
2026
Q2 		$5.16M Buy
+472,129
New +$5.27M 1.75% 12

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Kera Capital Partners
Kera Capital Partners San Jose, California $1.21B AUM 36.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Verus Capital Partners
Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return

Advisory Solutions Group's GOF Position: Q3 2026 in Review

Advisory Solutions Group increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 11% in Q3 2026, buying an estimated $508K and bringing the position to 523,345 shares worth $4.45M. The position accounts for 0.94% of the portfolio, ranked #27.

Advisory Solutions Group first reported a position in GOF in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.16M in Q2 2026. 167 funds tracked by Wall St. Rank hold GOF as of Q3 2026.

  • Advisory Solutions Group held 523,345 shares of Guggenheim Strategic Opportunities Fund worth $4.45M as of Q3 2026.
  • Advisory Solutions Group bought 51,216 Guggenheim Strategic Opportunities Fund shares in Q3 2026, an estimated $508K.
  • Guggenheim Strategic Opportunities Fund made up 0.94% of Advisory Solutions Group's portfolio in Q3 2026, its #27 holding.
  • Advisory Solutions Group first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2026 and has held it in 2 quarters since.
  • Advisory Solutions Group's Guggenheim Strategic Opportunities Fund position peaked at $5.16M in Q2 2026.
  • 167 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.