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Brinker Capital Investments’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Brinker Capital Investments’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
-34,598
Closed -$446K – 2113
2025
Q4 		$446K Sell
34,598
-3,912
-10% -$51.2K ﹤0.01% 1636
2025
Q3 		$577K Buy
38,510
+10,535
+38% +$158K ﹤0.01% 1496
2025
Q2 		$417K Buy
27,975
+14,874
+114% +$217K ﹤0.01% 1569
2025
Q1 		$204K Buy
+13,101
New +$204K ﹤0.01% 1800

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

Brinker Capital Investments's GOF Position: Q1 2026 in Review

Brinker Capital Investments sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2026, closing a stake of 34,598 shares — an estimated $446K sold.

Brinker Capital Investments first reported a position in GOF in Q1 2025 and held it in 4 quarters. The position peaked at $577K in Q3 2025. 202 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Brinker Capital Investments reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 34,598 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $446K.
  • Brinker Capital Investments first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2025 and held it in 4 quarters.
  • Brinker Capital Investments's Guggenheim Strategic Opportunities Fund position peaked at $577K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.