Ausdal Financial Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Ausdal Financial Partners’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	$927K	Buy	84,087 +66,062	+367%	+$797K	0.04%	416
2025 Q4	$232K	Sell	18,025 -82,562	-82%	-$1.08M	0.01%	840
2025 Q3	$1.51M	Buy	100,587 +22,069	+28%	+$330K	0.07%	271
2025 Q2	$1.17M	Sell	78,518 -24	-0%	-$350	0.08%	236
2025 Q1	$1.22M	Buy	78,542 +28,603	+57%	+$444K	0.09%	210
2024 Q4	$762K	Buy	49,939 +191	+0.4%	+$3K	0.07%	250
2024 Q3	$784K	Buy	49,748 +6,496	+15%	+$99.8K	0.08%	230
2024 Q2	$645K	Buy	43,252 +17,686	+69%	+$258K	0.07%	244
2024 Q1	$366K	Buy	+25,566	New	+$355K	0.04%	331

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

Ausdal Financial Partners's GOF Position: Q1 2026 in Review

Ausdal Financial Partners increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 367% in Q1 2026, buying an estimated $797K and bringing the position to 84,087 shares worth $927K. The position accounts for 0.04% of the portfolio, ranked #416.

Ausdal Financial Partners first reported a position in GOF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.51M in Q3 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

Ausdal Financial Partners held 84,087 shares of Guggenheim Strategic Opportunities Fund worth $927K as of Q1 2026.
Ausdal Financial Partners bought 66,062 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $797K.
Guggenheim Strategic Opportunities Fund made up 0.04% of Ausdal Financial Partners's portfolio in Q1 2026, its #416 holding.
Ausdal Financial Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2024 and has held it in 9 quarters since.
Ausdal Financial Partners's Guggenheim Strategic Opportunities Fund position peaked at $1.51M in Q3 2025.
200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.