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Capital CS Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Capital CS 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
Q2 		$464K Buy
42,445
+4,025
+10% +$44.9K 0.37% 40
2026
Q1 		$423K Buy
38,420
+10,756
+39% +$130K 0.87% 24
2025
Q4 		$356K Buy
27,664
+6,402
+30% +$83.8K 0.55% 33
2025
Q3 		$319K Sell
21,262
-179
-0.8% -$2.68K 0.5% 41
2025
Q2 		$319K Buy
21,441
+817
+4% +$11.9K 0.52% 41
2025
Q1 		$321K Buy
20,624
+677
+3% +$10.5K 0.52% 25
2024
Q4 		$304K Buy
19,947
+2,315
+13% +$36.4K 0.4% 37
2024
Q3 		$278K Buy
17,632
+573
+3% +$8.8K 0.33% 49
2024
Q2 		$254K Buy
17,059
+3,176
+23% +$46.3K 0.28% 59
2024
Q1 		$199K Buy
13,883
+3,174
+30% +$44.1K 0.19% 82
2023
Q4 		$137K Buy
+10,709
New +$140K 0.15% 64
2023
Q3 		– Sell
-13,472
Closed -$214K – 88
2023
Q2 		$214K Buy
+13,472
New +$215K 0.21% 54
2021
Q1 		– Sell
-10,405
Closed -$202K – 72
2020
Q4 		$202K Buy
+10,405
New +$192K 0.21% 43

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Capital CS Group's GOF Position: Q2 2026 in Review

Capital CS Group increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 10% in Q2 2026, buying an estimated $44.9K and bringing the position to 42,445 shares worth $464K. The position accounts for 0.37% of the portfolio, ranked #40.

Capital CS Group first reported a position in GOF in Q4 2020 and has held it in 13 quarters since. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Capital CS Group held 42,445 shares of Guggenheim Strategic Opportunities Fund worth $464K as of Q2 2026.
  • Capital CS Group bought 4,025 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $44.9K.
  • Guggenheim Strategic Opportunities Fund made up 0.37% of Capital CS Group's portfolio in Q2 2026, its #40 holding.
  • Capital CS Group first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2020 and has held it in 13 quarters since.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Capital CS Group's 13F filing for Q2 2026, filed 12 Aug 2026.