Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Cambridge Investment Research 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 		$2.15M Buy
196,502
+9,135
+5% +$102K ﹤0.01% 1633
2026
Q1 		$2.06M Buy
187,367
+33,086
+21% +$399K 0.01% 1566
2025
Q4 		$1.99M Sell
154,281
-137,341
-47% -$1.8M 0.01% 1529
2025
Q3 		$4.37M Buy
291,622
+55,452
+23% +$829K 0.01% 994
2025
Q2 		$3.52M Sell
236,170
-408,639
-63% -$5.96M 0.01% 1057
2025
Q1 		$10M Buy
644,809
+196,447
+44% +$3.05M 0.03% 510
2024
Q4 		$6.84M Sell
448,362
-17,139
-4% -$269K 0.02% 639
2024
Q3 		$7.34M Buy
465,501
+108,672
+30% +$1.67M 0.02% 616
2024
Q2 		$5.32M Buy
356,829
+38,695
+12% +$564K 0.02% 723
2024
Q1 		$4.56M Sell
318,134
-15,558
-5% -$216K 0.02% 802
2023
Q4 		$4.27M Buy
333,692
+80,368
+32% +$1.05M 0.02% 781
2023
Q3 		$3.75M Buy
253,324
+17,820
+8% +$282K 0.02% 803
2023
Q2 		$3.75M Buy
235,504
+25,766
+12% +$411K 0.02% 809
2023
Q1 		$3.39M Sell
209,738
-259
-0.1% -$4.27K 0.02% 819
2022
Q4 		$3.2M Buy
209,997
+43,022
+26% +$678K 0.02% 824
2022
Q3 		$2.56M Buy
166,975
+10,717
+7% +$178K 0.01% 911
2022
Q2 		$2.51M Buy
156,258
+6,998
+5% +$124K 0.01% 936
2022
Q1 		$2.84M Buy
149,260
+17,789
+14% +$334K 0.01% 951
2021
Q4 		$2.41M Buy
131,471
+18,601
+16% +$356K 0.01% 1035
2021
Q3 		$2.16M Buy
112,870
+2,137
+2% +$45.5K 0.01% 1059
2021
Q2 		$2.4M Buy
110,733
+3,229
+3% +$67.8K 0.01% 1009
2021
Q1 		$2.26M Buy
107,504
+759
+0.7% +$15.6K 0.01% 946
2020
Q4 		$2.07M Buy
106,745
+44,295
+71% +$816K 0.01% 906
2020
Q3 		$1.1M Buy
62,450
+1,027
+2% +$18.1K 0.01% 1134
2020
Q2 		$1.04M Buy
61,423
+5,609
+10% +$89.2K 0.01% 1106
2020
Q1 		$851K Buy
55,814
+1,132
+2% +$19.8K 0.01% 1059
2019
Q4 		$989K Sell
54,682
-10,750
-16% -$206K 0.01% 1151
2019
Q3 		$1.26M Buy
65,432
+11,611
+22% +$233K 0.01% 950
2019
Q2 		$1.1M Sell
53,821
-10,048
-16% -$202K 0.01% 979
2019
Q1 		$1.25M Buy
63,869
+1,808
+3% +$35.3K 0.01% 920
2018
Q4 		$1.13M Sell
62,061
-6,352
-9% -$123K 0.01% 864
2018
Q3 		$1.44M Buy
68,413
+8,320
+14% +$181K 0.01% 822
2018
Q2 		$1.32M Buy
60,093
+11,593
+24% +$244K 0.01% 832
2018
Q1 		$985K Buy
48,500
+11,321
+30% +$233K 0.01% 951
2017
Q4 		$802K Buy
37,179
+7,725
+26% +$166K 0.01% 1020
2017
Q3 		$627K Buy
29,454
+1,732
+6% +$36.7K 0.01% 1120
2017
Q2 		$586K Buy
27,722
+365
+1% +$7.65K 0.01% 1098
2017
Q1 		$557K Buy
27,357
+10,972
+67% +$221K 0.01% 1014
2016
Q4 		$322K Buy
16,385
+159
+1% +$3.07K 0.01% 1234
2016
Q3 		$310K Sell
16,226
-27,666
-63% -$520K 0.01% 1276
2016
Q2 		$796K Sell
43,892
-1,850
-4% -$32.6K 0.02% 722
2016
Q1 		$777K Sell
45,742
-1,307
-3% -$21.1K 0.02% 677
2015
Q4 		$792K Sell
47,049
-8,345
-15% -$148K 0.02% 642
2015
Q3 		$990K Sell
55,394
-74,589
-57% -$1.4M 0.03% 481
2015
Q2 		$2.59M Sell
129,983
-17,826
-12% -$377K 0.07% 266
2015
Q1 		$3.16M Buy
147,809
+14,710
+11% +$312K 0.09% 226
2014
Q4 		$2.78M Buy
133,099
+6,067
+5% +$130K 0.09% 226
2014
Q3 		$2.79M Buy
127,032
+5,175
+4% +$113K 0.08% 239
2014
Q2 		$2.68M Buy
121,857
+2,438
+2% +$52.6K 0.09% 216
2014
Q1 		$2.53M Sell
119,419
-18,400
-13% -$391K 0.1% 200
2013
Q4 		$2.95M Buy
137,819
+16,396
+14% +$357K 0.12% 165
2013
Q3 		$2.67M Buy
121,423
+10,946
+10% +$239K 0.12% 169
2013
Q2 		$2.44M Buy
+110,477
New +$2.51M 0.12% 163

Other funds holding GOF

SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Cambridge Investment Research Advisors's GOF Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 4.9% in Q2 2026, buying an estimated $102K and bringing the position to 196,502 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Cambridge Investment Research Advisors first reported a position in GOF in Q2 2013 and has held it in 53 quarters since. The position peaked at $10M in Q1 2025. 83 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Cambridge Investment Research Advisors held 196,502 shares of Guggenheim Strategic Opportunities Fund worth $2.15M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 9,135 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $102K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1633 holding.
  • Cambridge Investment Research Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's Guggenheim Strategic Opportunities Fund position peaked at $10M in Q1 2025.
  • 83 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.