Atomi Financial Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Atomi Financial 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	$304K	Hold	27,591	–	–	0.01%	941
2025 Q4	$355K	Hold	27,591	–	–	0.01%	849
2025 Q3	$413K	Hold	27,591	–	–	0.01%	726
2025 Q2	$411K	Hold	27,591	–	–	0.02%	669
2025 Q1	$430K	Buy	27,591 +381	+1%	+$5.92K	0.02%	596
2024 Q4	$415K	Buy	27,210 +197	+0.7%	+$3.09K	0.02%	558
2024 Q3	$426K	Buy	27,013 +1,380	+5%	+$21.2K	0.03%	522
2024 Q2	$382K	Buy	25,633 +2,848	+12%	+$41.5K	0.03%	487
2024 Q1	$326K	Buy	22,785 +1,212	+6%	+$16.8K	0.03%	505
2023 Q4	$276K	Sell	21,573 -577	-3%	-$7.53K	0.04%	441
2023 Q3	$328K	Hold	22,150	–	–	0.11%	223
2023 Q2	$352K	Sell	22,150 -123	-0.6%	-$1.96K	0.16%	163
2023 Q1	$360K	Buy	+22,273	New	+$368K	0.2%	124

Other funds holding GOF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atomi Financial Group's GOF Position: Q1 2026 in Review

Atomi Financial Group held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q1 2026 at 27,591 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #941.

Atomi Financial Group first reported a position in GOF in Q1 2023 and has held it in 13 quarters since. The position peaked at $430K in Q1 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

Atomi Financial Group held 27,591 shares of Guggenheim Strategic Opportunities Fund worth $304K as of Q1 2026.
Atomi Financial Group left its Guggenheim Strategic Opportunities Fund share count unchanged in Q1 2026.
Guggenheim Strategic Opportunities Fund made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #941 holding.
Atomi Financial Group first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2023 and has held it in 13 quarters since.
Atomi Financial Group's Guggenheim Strategic Opportunities Fund position peaked at $430K in Q1 2025.
200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.