Almanack Investment Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Almanack Investment Partners’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 Q2	$630K	Buy	57,683 +8,228	+17%	+$91.9K	0.08%	144
2026 Q1	$545K	Sell	49,455 -58,140	-54%	-$702K	0.09%	95
2025 Q4	$1.39M	Sell	107,595 -10,464	-9%	-$137K	0.24%	55
2025 Q3	$1.77M	Sell	118,059 -112,031	-49%	-$1.68M	0.27%	53
2025 Q2	$3.43M	Buy	230,090 +443	+0.2%	+$6.46K	0.55%	28
2025 Q1	$3.58M	Buy	229,647 +148,971	+185%	+$2.31M	0.71%	21
2024 Q4	$1.23M	Sell	80,676 -13,568	-14%	-$213K	0.19%	68
2024 Q3	$1.49M	Buy	+94,244	New	+$1.45M	0.23%	59

Other funds holding GOF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

EPG

Estate Planners Group Yardley, Pennsylvania $221M AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Almanack Investment Partners's GOF Position: Q2 2026 in Review

Almanack Investment Partners increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 17% in Q2 2026, buying an estimated $91.9K and bringing the position to 57,683 shares worth $630K. The position accounts for 0.08% of the portfolio, ranked #144.

Almanack Investment Partners first reported a position in GOF in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.58M in Q1 2025. 213 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Almanack Investment Partners held 57,683 shares of Guggenheim Strategic Opportunities Fund worth $630K as of Q2 2026.
Almanack Investment Partners bought 8,228 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $91.9K.
Guggenheim Strategic Opportunities Fund made up 0.08% of Almanack Investment Partners's portfolio in Q2 2026, its #144 holding.
Almanack Investment Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2024 and has held it in 8 quarters since.
Almanack Investment Partners's Guggenheim Strategic Opportunities Fund position peaked at $3.58M in Q1 2025.
213 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.