Ameritas Advisory Services’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Ameritas Advisory Services’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	$244K	Buy	22,352 +11,040	+98%	+$123K	﹤0.01%	1026
2026 Q1	$125K	Buy	+11,312	New	+$136K	﹤0.01%	935
2025 Q4	–	Sell	-11,336	Closed	-$170K	–	1413
2025 Q3	$170K	Buy	11,336 +790	+7%	+$11.8K	0.01%	664
2025 Q2	$157K	Hold	10,546	–	–	0.01%	811
2025 Q1	$161K	Hold	10,546	–	–	0.01%	834
2024 Q4	$161K	Buy	+10,546	New	+$166K	0.01%	847
2024 Q3	–	Sell	-10,165	Closed	-$152K	–	884
2024 Q2	$152K	Buy	+10,165	New	+$148K	0.01%	863
2023 Q2	–	Sell	-8,189	Closed	-$132K	–	1357
2023 Q1	$132K	Sell	8,189 -16,578	-67%	-$274K	0.01%	905
2022 Q4	$377K	Buy	24,767 +6,424	+35%	+$101K	0.02%	629
2022 Q3	$282K	Buy	18,343 +502	+3%	+$8.36K	0.02%	605
2022 Q2	$287K	Buy	17,841 +696	+4%	+$12.3K	0.02%	634
2022 Q1	$326K	Sell	17,145 -1,700	-9%	-$31.9K	0.01%	637
2021 Q4	$345K	Buy	+18,845	New	+$361K	0.01%	607

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

Ameritas Advisory Services's GOF Position: Q2 2026 in Review

Ameritas Advisory Services increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 98% in Q2 2026, buying an estimated $123K and bringing the position to 22,352 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Ameritas Advisory Services first reported a position in GOF in Q4 2021 and has held it in 13 quarters since. The position peaked at $377K in Q4 2022. 213 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Ameritas Advisory Services held 22,352 shares of Guggenheim Strategic Opportunities Fund worth $244K as of Q2 2026.
Ameritas Advisory Services bought 11,040 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $123K.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1026 holding.
Ameritas Advisory Services first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2021 and has held it in 13 quarters since.
Ameritas Advisory Services's Guggenheim Strategic Opportunities Fund position peaked at $377K in Q4 2022.
213 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.