Commonwealth Equity Services
GOF icon

Commonwealth Equity Services’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Commonwealth Equity 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
2026
Q1 		$1.73M Sell
157,393
-12,090
-7% -$146K ﹤0.01% 2132
2025
Q4 		$2.18M Sell
169,483
-61,984
-27% -$812K ﹤0.01% 1895
2025
Q3 		$3.47M Sell
231,467
-69,143
-23% -$1.03M ﹤0.01% 1612
2025
Q2 		$4.48M Sell
300,610
-370,473
-55% -$5.4M 0.01% 1404
2025
Q1 		$10.4M Buy
671,083
+206,312
+44% +$3.21M 0.01% 838
2024
Q4 		$7.09M Buy
464,771
+8,476
+2% +$133K 0.01% 1018
2024
Q3 		$7.19M Sell
456,295
-1,714
-0.4% -$26.3K 0.01% 999
2024
Q2 		$6.83M Buy
458,009
+27,771
+6% +$405K 0.01% 1012
2024
Q1 		$6.16M Buy
430,238
+6,470
+2% +$89.8K 0.01% 1049
2023
Q4 		$5.42M Buy
423,768
+17,658
+4% +$230K 0.01% 1057
2023
Q3 		$6.01M Buy
406,110
+13,474
+3% +$213K 0.01% 935
2023
Q2 		$6.24M Buy
392,636
+31,560
+9% +$504K 0.01% 918
2023
Q1 		$5.84K Buy
361,076
+21,369
+6% +$353K 0.01% 938
2022
Q4 		$5.17M Sell
339,707
-11,758
-3% -$185K 0.01% 950
2022
Q3 		$5.4M Buy
351,465
+11,106
+3% +$185K 0.01% 857
2022
Q2 		$5.48M Buy
340,359
+8,182
+2% +$145K 0.01% 855
2022
Q1 		$6.31M Buy
332,177
+13,760
+4% +$258K 0.01% 828
2021
Q4 		$5.83M Buy
318,417
+28,613
+10% +$547K 0.01% 851
2021
Q3 		$5.55M Buy
289,804
+63,038
+28% +$1.34M 0.01% 813
2021
Q2 		$4.92M Buy
226,766
+23,507
+12% +$493K 0.01% 860
2021
Q1 		$4.27M Buy
203,259
+41,928
+26% +$863K 0.01% 871
2020
Q4 		$3.13M Buy
161,331
+9,592
+6% +$177K 0.01% 969
2020
Q3 		$2.67M Buy
151,739
+2,817
+2% +$49.7K 0.01% 951
2020
Q2 		$2.52M Sell
148,922
-236
-0.2% -$3.75K 0.01% 911
2020
Q1 		$2.27M Sell
149,158
-1,745
-1% -$30.6K 0.01% 841
2019
Q4 		$2.73M Buy
150,903
+8,885
+6% +$170K 0.01% 866
2019
Q3 		$2.75M Buy
142,018
+5,738
+4% +$115K 0.01% 810
2019
Q2 		$2.79M Buy
136,280
+2,948
+2% +$59.3K 0.01% 800
2019
Q1 		$2.62M Sell
133,332
-4,393
-3% -$85.8K 0.01% 802
2018
Q4 		$2.52M Sell
137,725
-2,318
-2% -$45.1K 0.01% 741
2018
Q3 		$2.94M Buy
140,043
+18,645
+15% +$406K 0.01% 751
2018
Q2 		$2.67M Buy
121,398
+13,310
+12% +$280K 0.01% 757
2018
Q1 		$2.19M Buy
108,088
+4,990
+5% +$103K 0.01% 820
2017
Q4 		$2.23M Sell
103,098
-3,184
-3% -$68.2K 0.01% 799
2017
Q3 		$2.26M Buy
106,282
+25,818
+32% +$547K 0.01% 745
2017
Q2 		$1.7M Buy
80,464
+20,860
+35% +$437K 0.01% 865
2017
Q1 		$1.21M Buy
59,604
+5,187
+10% +$104K 0.01% 1019
2016
Q4 		$1.07M Buy
54,417
+28,145
+107% +$544K 0.01% 1001
2016
Q3 		$502K Buy
26,272
+13,684
+109% +$257K ﹤0.01% 1379
2016
Q2 		$228K Sell
12,588
-915
-7% -$16.1K ﹤0.01% 1864
2016
Q1 		$229K Sell
13,503
-1,342
-9% -$21.6K ﹤0.01% 1818
2015
Q4 		$250K Sell
14,845
-74
-0.5% -$1.32K ﹤0.01% 1736
2015
Q3 		$267K Buy
+14,919
New +$281K ﹤0.01% 1623

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VCP
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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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services's GOF Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 7.1% in Q1 2026, selling an estimated $146K and leaving 157,393 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

Commonwealth Equity Services first reported a position in GOF in Q3 2015 and has held it in 43 quarters since. The position peaked at $10.4M in Q1 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Commonwealth Equity Services held 157,393 shares of Guggenheim Strategic Opportunities Fund worth $1.73M as of Q1 2026.
  • Commonwealth Equity Services sold 12,090 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $146K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2132 holding.
  • Commonwealth Equity Services first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2015 and has held it in 43 quarters since.
  • Commonwealth Equity Services's Guggenheim Strategic Opportunities Fund position peaked at $10.4M in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.