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

Avantax 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
2025
Q2 		$1.17M Buy
78,710
+1,838
+2% +$26.8K 0.01% 1073
2025
Q1 		$1.2M Sell
76,872
-434
-0.6% -$6.74K 0.01% 995
2024
Q4 		$1.18M Buy
77,306
+2,374
+3% +$37.3K 0.01% 962
2024
Q3 		$1.18M Buy
74,932
+336
+0.5% +$5.16K 0.01% 940
2024
Q2 		$1.11M Buy
74,596
+4,718
+7% +$68.8K 0.01% 922
2024
Q1 		$1M Buy
69,878
+64
+0.1% +$889 0.01% 747
2023
Q4 		$894K Sell
69,814
-49,871
-42% -$650K 0.01% 748
2023
Q3 		$1.77M Buy
119,685
+46,836
+64% +$740K 0.02% 498
2023
Q2 		$1.16M Sell
72,849
-24,183
-25% -$386K 0.01% 631
2023
Q1 		$1.57M Buy
97,032
+15,566
+19% +$257K 0.02% 512
2022
Q4 		$1.24M Buy
81,466
+8,458
+12% +$133K 0.02% 553
2022
Q3 		$1.12M Buy
73,008
+3,196
+5% +$53.2K 0.02% 526
2022
Q2 		$1.12M Buy
+69,812
New +$1.24M 0.02% 515

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avantax Advisory Services's GOF Position: Q2 2025 in Review

Avantax Advisory Services increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 2.4% in Q2 2025, buying an estimated $26.8K and bringing the position to 78,710 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1073.

Avantax Advisory Services first reported a position in GOF in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.77M in Q3 2023. 174 funds tracked by Wall St. Rank hold GOF as of Q2 2025.

  • Avantax Advisory Services held 78,710 shares of Guggenheim Strategic Opportunities Fund worth $1.17M as of Q2 2025.
  • Avantax Advisory Services bought 1,838 Guggenheim Strategic Opportunities Fund shares in Q2 2025, an estimated $26.8K.
  • Guggenheim Strategic Opportunities Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1073 holding.
  • Avantax Advisory Services first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2022 and has held it in 13 quarters since.
  • Avantax Advisory Services's Guggenheim Strategic Opportunities Fund position peaked at $1.77M in Q3 2023.
  • 174 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.