BAG
GOF icon

Bauman Advisory Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Bauman Advisory 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 		– Sell
-20,660
Closed -$266K – 66
2025
Q4 		$266K Buy
+20,660
New +$270K 0.21% 47

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bauman Advisory Group's GOF Position: Q1 2026 in Review

Bauman Advisory Group sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2026, closing a stake of 20,660 shares — an estimated $266K sold.

Bauman Advisory Group first reported a position in GOF in Q4 2025 and held it in 1 quarter. The position peaked at $266K in Q4 2025. 202 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Bauman Advisory Group reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Bauman Advisory Group sold 20,660 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $266K.
  • Bauman Advisory Group first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2025 and held it in 1 quarter.
  • Bauman Advisory Group's Guggenheim Strategic Opportunities Fund position peaked at $266K in Q4 2025.
  • 202 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Bauman Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.