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Allworth Financial’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Allworth Financial’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
Q1 		– Sell
-1,761
Closed -$22.7K – 5254
2025
Q4 		$22.7K Buy
+1,761
New +$23.1K ﹤0.01% 2729
2025
Q1 		– Sell
-552
Closed -$8.52K – 4108
2024
Q4 		$8.52K Buy
+552
New +$8.67K ﹤0.01% 2505
2023
Q4 		– Sell
-342
Closed -$5.06K – 3526
2023
Q3 		$5.06K Buy
+342
New +$5.4K ﹤0.01% 2096

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allworth Financial's GOF Position: Q1 2026 in Review

Allworth Financial sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2026, closing a stake of 1,761 shares — an estimated $22.7K sold.

Allworth Financial first reported a position in GOF in Q3 2023 and held it in 3 quarters. The position peaked at $22.7K in Q4 2025. 202 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Allworth Financial reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 1,761 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $22.7K.
  • Allworth Financial first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2023 and held it in 3 quarters.
  • Allworth Financial's Guggenheim Strategic Opportunities Fund position peaked at $22.7K in Q4 2025.
  • 202 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.