Creative Planning
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Creative Planning’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Creative Planning’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 		$119K Sell
10,896
-6,585
-38% -$73.5K ﹤0.01% 4015
2026
Q1 		$193K Buy
17,481
+3,812
+28% +$46K ﹤0.01% 3752
2025
Q4 		$176K Sell
13,669
-15,925
-54% -$208K ﹤0.01% 3592
2025
Q3 		$443K Buy
29,594
+19,530
+194% +$292K ﹤0.01% 2827
2025
Q2 		$150K Sell
10,064
-12,153
-55% -$177K ﹤0.01% 3328
2025
Q1 		$346K Buy
+22,217
New +$345K ﹤0.01% 2621
2023
Q4 		– Sell
-13,538
Closed -$200K – 2896
2023
Q3 		$200K Buy
+13,538
New +$214K ﹤0.01% 2240
2018
Q3 		– Sell
-9,596
Closed -$211K – 2112
2018
Q2 		$211K Buy
+9,596
New +$202K ﹤0.01% 1613
2017
Q4 		– Sell
-20,699
Closed -$441K – 1948
2017
Q3 		$441K Buy
20,699
+13,628
+193% +$289K ﹤0.01% 1113
2017
Q2 		$149K Buy
7,071
+1,240
+21% +$26K ﹤0.01% 1698
2017
Q1 		$119K Buy
5,831
+3,760
+182% +$75.6K ﹤0.01% 1842
2016
Q4 		$41K Sell
2,071
-300
-13% -$5.8K ﹤0.01% 2549
2016
Q3 		$45K Hold
2,371
– – ﹤0.01% 2440
2016
Q2 		$43K Sell
2,371
-1,586
-40% -$27.9K ﹤0.01% 2243
2016
Q1 		$67K Buy
3,957
+300
+8% +$4.84K ﹤0.01% 1895
2015
Q4 		$62K Hold
3,657
– – ﹤0.01% 1944
2015
Q3 		$65K Buy
+3,657
New +$68.8K ﹤0.01% 1855
2015
Q2 		– Sell
-3,657
Closed -$78K – 1844
2015
Q1 		$78K Hold
3,657
– – ﹤0.01% 1715
2014
Q4 		$76K Sell
3,657
-100
-3% -$2.15K ﹤0.01% 1709
2014
Q3 		$82K Sell
3,757
-32
-0.8% -$696 ﹤0.01% 1602
2014
Q2 		$83K Buy
3,789
+1,817
+92% +$39.2K ﹤0.01% 1558
2014
Q1 		$42K Sell
1,972
-1,613
-45% -$34.3K ﹤0.01% 1914
2013
Q4 		$77K Buy
3,585
+3,330
+1,306% +$72.6K ﹤0.01% 1342
2013
Q3 		$6K Sell
255
-749
-75% -$16.3K ﹤0.01% 2659
2013
Q2 		$22K Buy
+1,004
New +$22.8K ﹤0.01% 1866

Other funds holding GOF

Morgan Stanley
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
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Creative Planning's GOF Position: Q2 2026 in Review

Creative Planning reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 38% in Q2 2026, selling an estimated $73.5K and leaving 10,896 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #4015.

Creative Planning first reported a position in GOF in Q2 2013 and has held it in 25 quarters since. The position peaked at $443K in Q3 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Creative Planning held 10,896 shares of Guggenheim Strategic Opportunities Fund worth $119K as of Q2 2026.
  • Creative Planning sold 6,585 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $73.5K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4015 holding.
  • Creative Planning first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2013 and has held it in 25 quarters since.
  • Creative Planning's Guggenheim Strategic Opportunities Fund position peaked at $443K in Q3 2025.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.