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B. Riley Wealth Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

B. Riley Wealth Advisors’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 		$246K Sell
22,794
-238
-1% -$2.66K 0.01% 698
2026
Q1 		$245K Buy
23,032
+93
+0.4% +$1.12K 0.02% 647
2025
Q4 		$295K Sell
22,939
-4,797
-17% -$62.8K 0.01% 714
2025
Q3 		$415K Sell
27,736
-2,643
-9% -$39.5K 0.02% 598
2025
Q2 		$452K Buy
+30,379
New +$443K 0.02% 562
2024
Q4 		$692K Sell
45,376
-4,263
-9% -$67K 0.02% 574
2024
Q3 		$785K Sell
49,639
-3,128
-6% -$48.1K 0.02% 566
2024
Q2 		$787K Buy
52,767
+12,315
+30% +$179K 0.02% 622
2024
Q1 		$598K Buy
40,452
+6,406
+19% +$88.9K 0.02% 713
2023
Q4 		$436K Sell
34,046
-6,406
-16% -$83.5K 0.01% 885
2023
Q3 		$598K Sell
40,452
-13,800
-25% -$218K 0.02% 713
2023
Q2 		$863K Sell
54,252
-5,936
-10% -$94.8K 0.02% 616
2023
Q1 		$973K Sell
60,188
-4,373
-7% -$72.2K 0.03% 547
2022
Q4 		$983K Buy
64,561
+18,060
+39% +$285K 0.03% 542
2022
Q3 		$715K Sell
46,501
-4,290
-8% -$71.4K 0.02% 626
2022
Q2 		$818K Sell
50,791
-3,250
-6% -$57.6K 0.03% 483
2022
Q1 		$1.03M Buy
54,041
+4,074
+8% +$76.4K 0.03% 480
2021
Q4 		$916K Buy
49,967
+38,668
+342% +$740K 0.03% 558
2021
Q3 		$217K Buy
+11,299
New +$241K 0.01% 1205
2016
Q2 		– Sell
-14,215
Closed -$242K – 626
2016
Q1 		$242K Buy
+14,215
New +$229K 0.06% 410
2015
Q1 		– Sell
-4,199
Closed -$88 – 1138
2014
Q4 		$88 Buy
+4,199
New +$90.2K ﹤0.01% 1804
2014
Q3 		– Sell
-5,015
Closed -$110K – 1150
2014
Q2 		$110K Sell
5,015
-173
-3% -$3.73K 0.03% 675
2014
Q1 		$110K Buy
5,188
+733
+16% +$15.6K 0.03% 589
2013
Q4 		$95K Buy
4,455
+151
+4% +$3.29K 0.03% 559
2013
Q3 		$95K Sell
4,304
-90
-2% -$1.96K 0.03% 552
2013
Q2 		$97K Buy
+4,394
New +$99.9K 0.03% 553

Other funds holding GOF

SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

B. Riley Wealth Advisors's GOF Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 1% in Q2 2026, selling an estimated $2.66K and leaving 22,794 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #698.

B. Riley Wealth Advisors first reported a position in GOF in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.03M in Q1 2022. 34 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • B. Riley Wealth Advisors held 22,794 shares of Guggenheim Strategic Opportunities Fund worth $246K as of Q2 2026.
  • B. Riley Wealth Advisors sold 238 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $2.66K.
  • Guggenheim Strategic Opportunities Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #698 holding.
  • B. Riley Wealth Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2013 and has held it in 26 quarters since.
  • B. Riley Wealth Advisors's Guggenheim Strategic Opportunities Fund position peaked at $1.03M in Q1 2022.
  • 34 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.