DJYG
GOF icon

David J. Yvars Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

David J. Yvars Group’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 		$236K Buy
21,740
+273
+1% +$3.05K 0.11% 87
2026
Q1 		$233K Sell
21,467
-226
-1% -$2.73K 0.13% 79
2025
Q4 		$279K Sell
21,693
-973
-4% -$12.7K 0.15% 70
2025
Q3 		$339K Buy
22,666
+203
+0.9% +$3.04K 0.18% 66
2025
Q2 		$334K Buy
22,463
+200
+0.9% +$2.92K 0.2% 60
2025
Q1 		$346K Sell
22,263
-27,517
-55% -$427K 0.27% 47
2024
Q4 		$757K Sell
49,780
-6,361
-11% -$99.9K 0.46% 34
2024
Q3 		$879K Sell
56,141
-79
-0.1% -$1.21K 0.54% 33
2024
Q2 		$836K Sell
56,220
-1,269
-2% -$18.5K 0.52% 30
2024
Q1 		$819K Buy
57,489
+118
+0.2% +$1.64K 0.55% 31
2023
Q4 		$734K Buy
57,371
+185
+0.3% +$2.41K 0.59% 27
2023
Q3 		$850K Buy
57,186
+145
+0.3% +$2.29K 0.71% 24
2023
Q2 		$905K Sell
57,041
-774
-1% -$12.4K 0.75% 24
2023
Q1 		$932K Buy
57,815
+8
+0% +$132 0.84% 26
2022
Q4 		$879K Buy
57,807
+131
+0.2% +$2.06K 1.1% 19
2022
Q3 		$882K Buy
57,676
+66
+0.1% +$1.1K 0.98% 22
2022
Q2 		$931K Buy
57,610
+1,297
+2% +$23K 1.27% 18
2022
Q1 		$1.07M Sell
56,313
-10,397
-16% -$195K 0.74% 28
2021
Q4 		$1.21M Buy
+66,710
New +$1.28M 0.75% 24

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

David J. Yvars Group's GOF Position: Q2 2026 in Review

David J. Yvars Group increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 1.3% in Q2 2026, buying an estimated $3.05K and bringing the position to 21,740 shares worth $236K. The position accounts for 0.11% of the portfolio, ranked #87.

David J. Yvars Group first reported a position in GOF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q4 2021. 213 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • David J. Yvars Group held 21,740 shares of Guggenheim Strategic Opportunities Fund worth $236K as of Q2 2026.
  • David J. Yvars Group bought 273 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $3.05K.
  • Guggenheim Strategic Opportunities Fund made up 0.11% of David J. Yvars Group's portfolio in Q2 2026, its #87 holding.
  • David J. Yvars Group first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2021 and has held it in 19 quarters since.
  • David J. Yvars Group's Guggenheim Strategic Opportunities Fund position peaked at $1.21M in Q4 2021.
  • 213 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.