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Beacon Financial Advisory’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Beacon Financial Advisory’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
Q4 		– Sell
-10,296
Closed -$154K – 384
2025
Q3 		$154K Hold
10,296
– – 0.04% 375
2025
Q2 		$153K Buy
+10,296
New +$150K 0.04% 345

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Beacon Financial Advisory's GOF Position: Q4 2025 in Review

Beacon Financial Advisory sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2025, closing a stake of 10,296 shares — an estimated $154K sold.

Beacon Financial Advisory first reported a position in GOF in Q2 2025 and held it in 2 quarters. The position peaked at $154K in Q3 2025. 197 funds tracked by Wall St. Rank hold GOF as of Q4 2025.

  • Beacon Financial Advisory reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 10,296 Guggenheim Strategic Opportunities Fund shares in Q4 2025, an estimated $154K.
  • Beacon Financial Advisory first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2025 and held it in 2 quarters.
  • Beacon Financial Advisory's Guggenheim Strategic Opportunities Fund position peaked at $154K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.