AG
GOF icon

AmeriFlex Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

AmeriFlex 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
Q1 		$8.56K Buy
777
+34
+5% +$410 ﹤0.01% 747
2025
Q4 		$9.56K Sell
743
-699
-48% -$9.15K 0.01% 724
2025
Q3 		$21.6K Buy
1,442
+747
+107% +$11.2K 0.01% 634
2025
Q2 		$10.3K Buy
695
+18
+3% +$263 0.01% 705
2025
Q1 		$10.5K Buy
677
+24
+4% +$373 ﹤0.01% 838
2024
Q4 		$9.96K Buy
+653
New +$10.3K ﹤0.01% 780

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 $377B AUM 19.32% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
UBS Group
UBS Group Zurich, Switzerland $666B 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 $1.02T AUM 30.18% 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

AmeriFlex Group's GOF Position: Q1 2026 in Review

AmeriFlex Group increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 4.6% in Q1 2026, buying an estimated $410 and bringing the position to 777 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

AmeriFlex Group first reported a position in GOF in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.6K in Q3 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • AmeriFlex Group held 777 shares of Guggenheim Strategic Opportunities Fund worth $8.56K as of Q1 2026.
  • AmeriFlex Group bought 34 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $410.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #747 holding.
  • AmeriFlex Group first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's Guggenheim Strategic Opportunities Fund position peaked at $21.6K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.