AF
GOF icon

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 – 3527
2023
Q3 		$5.06K Buy
+342
New +$5.4K ﹤0.01% 2096

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.45B AUM 27.29% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return