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Claro Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Claro 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
2025
Q4 		– Sell
-10,876
Closed -$163K – 433
2025
Q3 		$163K Buy
+10,876
New +$163K 0.02% 392

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Claro Advisors's GOF Position: Q4 2025 in Review

Claro Advisors sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2025, closing a stake of 10,876 shares — an estimated $163K sold.

Claro Advisors first reported a position in GOF in Q3 2025 and held it in 1 quarter. The position peaked at $163K in Q3 2025. 196 funds tracked by Wall St. Rank hold GOF as of Q4 2025.

  • Claro Advisors reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Claro Advisors sold 10,876 Guggenheim Strategic Opportunities Fund shares in Q4 2025, an estimated $163K.
  • Claro Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2025 and held it in 1 quarter.
  • Claro Advisors's Guggenheim Strategic Opportunities Fund position peaked at $163K in Q3 2025.
  • 196 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2025.

Based on Claro Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.