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

Annex 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 		– Sell
-14,370
Closed -$158K – 374
2026
Q1 		$158K Sell
14,370
-801
-5% -$9.7K ﹤0.01% 372
2025
Q4 		$195K Buy
+15,171
New +$199K ﹤0.01% 352

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Verus Capital Partners
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UBS Group
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Kera Capital Partners
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Envestnet Asset Management
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Invesco
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Cetera Investment Advisers
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Annex Advisory Services's GOF Position: Q2 2026 in Review

Annex Advisory Services sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026, closing a stake of 14,370 shares — an estimated $158K sold.

Annex Advisory Services first reported a position in GOF in Q4 2025 and held it in 2 quarters. The position peaked at $195K in Q4 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Annex Advisory Services reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Annex Advisory Services sold 14,370 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $158K.
  • Annex Advisory Services first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2025 and held it in 2 quarters.
  • Annex Advisory Services's Guggenheim Strategic Opportunities Fund position peaked at $195K in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.