Cetera Investment Advisers
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Cetera Investment Advisers’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Cetera Investment Advisers’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 		$13.8M Sell
1,251,299
-9,744
-0.8% -$118K 0.01% 879
2025
Q4 		$16.2M Buy
1,261,043
+57,105
+5% +$748K 0.02% 761
2025
Q3 		$18M Buy
1,203,938
+524,872
+77% +$7.85M 0.02% 688
2025
Q2 		$10.1M Buy
679,066
+72,557
+12% +$1.06M 0.02% 825
2025
Q1 		$9.44M Buy
606,509
+190,393
+46% +$2.96M 0.02% 802
2024
Q4 		$6.35M Buy
416,116
+47,872
+13% +$752K 0.01% 922
2024
Q3 		$5.8M Sell
368,244
-18,740
-5% -$288K 0.01% 934
2024
Q2 		$5.77M Buy
386,984
+17,475
+5% +$255K 0.01% 930
2024
Q1 		$5.29M Buy
369,509
+216,117
+141% +$3M 0.01% 958
2023
Q4 		$1.96M Buy
153,392
+62,111
+68% +$810K 0.02% 805
2023
Q3 		$1.35M Buy
91,281
+6,634
+8% +$105K 0.01% 918
2023
Q2 		$1.35M Sell
84,647
-2,759
-3% -$44K 0.01% 945
2023
Q1 		$1.41M Sell
87,406
-5,106
-6% -$84.3K 0.01% 883
2022
Q4 		$1.41M Sell
92,512
-1,439
-2% -$22.7K 0.01% 845
2022
Q3 		$1.44M Sell
93,951
-3,368
-3% -$56.1K 0.03% 572
2022
Q2 		$1.57M Sell
97,319
-3,229
-3% -$57.2K 0.02% 618
2022
Q1 		$1.91M Buy
100,548
+29,333
+41% +$550K 0.03% 578
2021
Q4 		$1.3M Buy
71,215
+26,561
+59% +$508K 0.02% 709
2021
Q3 		$855K Buy
44,654
+6,250
+16% +$133K 0.01% 836
2021
Q2 		$833K Buy
38,404
+8,526
+29% +$179K 0.01% 848
2021
Q1 		$627K Buy
29,878
+501
+2% +$10.3K 0.01% 859
2020
Q4 		$570K Sell
29,377
-379
-1% -$6.99K 0.01% 902
2020
Q3 		$524K Buy
29,756
+2,751
+10% +$48.5K 0.04% 370
2020
Q2 		$456K Buy
27,005
+218
+0.8% +$3.47K 0.04% 376
2020
Q1 		$409K Buy
26,787
+1,235
+5% +$21.6K 0.05% 337
2019
Q4 		$463K Buy
25,552
+2,438
+11% +$46.7K 0.05% 352
2019
Q3 		$447K Sell
23,114
-2,090
-8% -$42K 0.05% 325
2019
Q2 		$511K Buy
25,204
+18
+0.1% +$362 0.07% 287
2019
Q1 		$497K Sell
25,186
-1,781
-7% -$34.8K 0.07% 277
2018
Q4 		$495K Buy
26,967
+14,025
+108% +$273K 0.08% 249
2018
Q3 		$271K Buy
12,942
+1,550
+14% +$33.7K 0.04% 390
2018
Q2 		$250K Buy
+11,392
New +$240K 0.04% 352
2018
Q1 		– Sell
-10,492
Closed -$224K – 403
2017
Q4 		$224K Hold
10,492
– – 0.04% 367
2017
Q3 		$221K Buy
10,492
+485
+5% +$10.3K 0.05% 353
2017
Q2 		$211K Buy
+10,007
New +$210K 0.05% 350

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 $377B AUM 19.32% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Cetera Investment Advisers's GOF Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 0.77% in Q1 2026, selling an estimated $118K and leaving 1,251,299 shares worth $13.8M. The position accounts for 0.01% of the portfolio, ranked #879.

Cetera Investment Advisers first reported a position in GOF in Q2 2017 and has held it in 35 quarters since. The position peaked at $18M in Q3 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Cetera Investment Advisers held 1,251,299 shares of Guggenheim Strategic Opportunities Fund worth $13.8M as of Q1 2026.
  • Cetera Investment Advisers sold 9,744 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $118K.
  • Guggenheim Strategic Opportunities Fund made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #879 holding.
  • Cetera Investment Advisers first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2017 and has held it in 35 quarters since.
  • Cetera Investment Advisers's Guggenheim Strategic Opportunities Fund position peaked at $18M in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.