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Cape Investment Advisory’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Cape Investment 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
2026
Q1 		– Sell
-2,230
Closed -$28.7K – 597
2025
Q4 		$28.7K Buy
+2,230
New +$29.2K 0.01% 538
2023
Q2 		– Sell
-200
Closed -$3.23K – 938
2023
Q1 		$3.23K Buy
+200
New +$3.3K ﹤0.01% 755

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

Cape Investment Advisory's GOF Position: Q1 2026 in Review

Cape Investment Advisory sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2026, closing a stake of 2,230 shares — an estimated $28.7K sold.

Cape Investment Advisory first reported a position in GOF in Q1 2023 and held it in 2 quarters. The position peaked at $28.7K in Q4 2025. 202 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Cape Investment Advisory reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 2,230 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $28.7K.
  • Cape Investment Advisory first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2023 and held it in 2 quarters.
  • Cape Investment Advisory's Guggenheim Strategic Opportunities Fund position peaked at $28.7K in Q4 2025.
  • 202 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.