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Anfield Capital Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Anfield Capital Management’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 		$40.3K Hold
3,654
– – 0.01% 277
2025
Q4 		$47.1K Hold
3,654
– – 0.01% 184
2025
Q3 		$54.7K Hold
3,654
– – 0.02% 174
2025
Q2 		$54.4K Hold
3,654
– – 0.02% 159
2025
Q1 		$56.9K Hold
3,654
– – 0.02% 137
2024
Q4 		$55.8K Buy
+3,654
New +$57.4K 0.02% 134

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

Anfield Capital Management's GOF Position: Q1 2026 in Review

Anfield Capital Management held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q1 2026 at 3,654 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #277.

Anfield Capital Management first reported a position in GOF in Q4 2024 and has held it in 6 quarters since. The position peaked at $56.9K in Q1 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Anfield Capital Management held 3,654 shares of Guggenheim Strategic Opportunities Fund worth $40.3K as of Q1 2026.
  • Anfield Capital Management left its Guggenheim Strategic Opportunities Fund share count unchanged in Q1 2026.
  • Guggenheim Strategic Opportunities Fund made up 0.01% of Anfield Capital Management's portfolio in Q1 2026, its #277 holding.
  • Anfield Capital Management first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • Anfield Capital Management's Guggenheim Strategic Opportunities Fund position peaked at $56.9K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.