Clear Creek Financial Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Clear Creek Financial Management’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	$398K	Buy	+36,457	New	+$407K	0.03%	458
2024 Q3	–	Sell	-11,024	Closed	-$164K	–	469
2024 Q2	$164K	Sell	11,024 -500	-4%	-$7.29K	0.02%	429
2024 Q1	$165K	Buy	11,524 +400	+4%	+$5.55K	0.02%	406
2023 Q4	$142K	Sell	11,124 -650	-6%	-$8.48K	0.02%	330
2023 Q3	$174K	Buy	11,774 +77	+0.7%	+$1.22K	0.03%	305
2023 Q2	$186K	Sell	11,697 -92	-0.8%	-$1.47K	0.03%	306
2023 Q1	$191K	Sell	11,789 -3,563	-23%	-$58.8K	0.04%	283
2022 Q4	$234K	Sell	15,352 -883	-5%	-$13.9K	0.05%	243
2022 Q3	$249K	Buy	16,235 +471	+3%	+$7.84K	0.05%	222
2022 Q2	$254K	Sell	15,764 -62	-0.4%	-$1.1K	0.05%	238
2022 Q1	$301K	Buy	15,826 +714	+5%	+$13.4K	0.05%	250
2021 Q4	$277K	Buy	+15,112	New	+$289K	0.04%	263

Other funds holding GOF

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 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 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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Clear Creek Financial Management's GOF Position: Q2 2026 in Review

Clear Creek Financial Management opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026: 36,457 shares worth $398K. The stake represents 0.03% of the portfolio and ranks #458 among its holdings. This is a return to the name: Clear Creek Financial Management previously reported a position in GOF as recently as Q2 2024.

Clear Creek Financial Management first reported a position in GOF in Q4 2021 and has held it in 12 quarters since. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Clear Creek Financial Management held 36,457 shares of Guggenheim Strategic Opportunities Fund worth $398K as of Q2 2026.
Guggenheim Strategic Opportunities Fund was a new Clear Creek Financial Management position in Q2 2026.
Guggenheim Strategic Opportunities Fund made up 0.03% of Clear Creek Financial Management's portfolio in Q2 2026, its #458 holding.
Clear Creek Financial Management first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2021 and has held it in 12 quarters since.
212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.