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

Baird 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 		$2.79M Buy
252,913
+8,212
+3% +$99.1K ﹤0.01% 931
2025
Q4 		$3.15M Buy
244,701
+55,601
+29% +$728K ﹤0.01% 896
2025
Q3 		$2.83M Sell
189,100
-10,777
-5% -$161K ﹤0.01% 931
2025
Q2 		$2.98M Buy
199,877
+19,952
+11% +$291K 0.01% 888
2025
Q1 		$2.8M Buy
179,925
+10,951
+6% +$170K 0.01% 865
2024
Q4 		$2.58M Sell
168,974
-45,529
-21% -$715K ﹤0.01% 892
2024
Q3 		$3.38M Sell
214,503
-29,897
-12% -$459K 0.01% 808
2024
Q2 		$3.64M Sell
244,400
-82,001
-25% -$1.2M 0.01% 759
2024
Q1 		$4.67M Buy
326,401
+8,565
+3% +$119K 0.01% 679
2023
Q4 		$4.07M Buy
317,836
+122,643
+63% +$1.6M 0.01% 716
2023
Q3 		$2.89M Buy
195,193
+7,283
+4% +$115K 0.01% 799
2023
Q2 		$2.99M Sell
187,910
-18,338
-9% -$293K 0.01% 794
2023
Q1 		$3.34M Sell
206,248
-15,295
-7% -$252K 0.01% 724
2022
Q4 		$3.37M Sell
221,543
-28,021
-11% -$442K 0.01% 692
2022
Q3 		$3.83M Buy
249,564
+43,831
+21% +$730K 0.01% 634
2022
Q2 		$3.31M Sell
205,733
-1,849
-0.9% -$32.8K 0.01% 682
2022
Q1 		$3.95M Sell
207,582
-8,917
-4% -$167K 0.01% 673
2021
Q4 		$3.97M Buy
216,499
+159,440
+279% +$3.05M 0.01% 683
2021
Q3 		$1.09M Sell
57,059
-19,906
-26% -$424K ﹤0.01% 1168
2021
Q2 		$1.67M Sell
76,965
-5,510
-7% -$116K ﹤0.01% 999
2021
Q1 		$1.73M Buy
82,475
+30,187
+58% +$621K ﹤0.01% 942
2020
Q4 		$1.01M Buy
52,288
+5,834
+13% +$108K ﹤0.01% 995
2020
Q3 		$818K Sell
46,454
-8,510
-15% -$150K ﹤0.01% 1009
2020
Q2 		$929K Buy
54,964
+31,942
+139% +$508K ﹤0.01% 951
2020
Q1 		$351K Buy
+23,022
New +$403K ﹤0.01% 1161
2019
Q4 		– Sell
-19,250
Closed -$372K – 1523
2019
Q3 		$372K Buy
+19,250
New +$386K ﹤0.01% 1257
2018
Q2 		– Sell
-27,838
Closed -$565K – 1290
2018
Q1 		$565K Buy
27,838
+2,513
+10% +$51.8K ﹤0.01% 984
2017
Q4 		$547K Buy
25,325
+690
+3% +$14.8K ﹤0.01% 981
2017
Q3 		$525K Buy
24,635
+920
+4% +$19.5K ﹤0.01% 972
2017
Q2 		$501K Sell
23,715
-22,098
-48% -$463K ﹤0.01% 961
2017
Q1 		$932K Buy
45,813
+1,133
+3% +$22.8K 0.01% 796
2016
Q4 		$878K Buy
44,680
+144
+0.3% +$2.78K 0.01% 800
2016
Q3 		$851K Buy
44,536
+978
+2% +$18.4K 0.01% 796
2016
Q2 		$790K Buy
+43,558
New +$767K 0.01% 803

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
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
UBS Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Baird Financial Group increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 3.4% in Q1 2026, buying an estimated $99.1K and bringing the position to 252,913 shares worth $2.79M. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Baird Financial Group first reported a position in GOF in Q2 2016 and has held it in 34 quarters since. The position peaked at $4.67M in Q1 2024. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Baird Financial Group held 252,913 shares of Guggenheim Strategic Opportunities Fund worth $2.79M as of Q1 2026.
  • Baird Financial Group bought 8,212 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $99.1K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #931 holding.
  • Baird Financial Group first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2016 and has held it in 34 quarters since.
  • Baird Financial Group's Guggenheim Strategic Opportunities Fund position peaked at $4.67M in Q1 2024.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

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