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

Capital Investment Advisory Services’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
-106,612
Closed -$1.6M – 1187
2025
Q3 		$1.6M Buy
106,612
+22,862
+27% +$342K 0.13% 171
2025
Q2 		$1.25M Buy
83,750
+40,200
+92% +$586K 0.1% 196
2025
Q1 		$678K Buy
+43,550
New +$677K 0.06% 266

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $208M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $360M AUM 9.71% 1-Year Est. Return

Capital Investment Advisory Services's GOF Position: Q4 2025 in Review

Capital Investment Advisory Services sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2025, closing a stake of 106,612 shares — an estimated $1.6M sold.

Capital Investment Advisory Services first reported a position in GOF in Q1 2025 and held it in 3 quarters. The position peaked at $1.6M in Q3 2025. 197 funds tracked by Wall St. Rank hold GOF as of Q4 2025.

  • Capital Investment Advisory Services reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Capital Investment Advisory Services sold 106,612 Guggenheim Strategic Opportunities Fund shares in Q4 2025, an estimated $1.6M.
  • Capital Investment Advisory Services first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2025 and held it in 3 quarters.
  • Capital Investment Advisory Services's Guggenheim Strategic Opportunities Fund position peaked at $1.6M in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2025.

Based on Capital Investment Advisory Services's 13F filing for Q4 2025, filed 21 Jan 2026.