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Dynamic Advisor Solutions’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Dynamic Advisor Solutions’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 		$1.19M Buy
108,583
+9,906
+10% +$111K 0.03% 445
2026
Q1 		$1.09M Buy
98,677
+14,101
+17% +$170K 0.03% 439
2025
Q4 		$1.09M Buy
84,576
+3,681
+5% +$48.2K 0.04% 439
2025
Q3 		$1.21M Buy
80,895
+3,374
+4% +$50.5K 0.04% 423
2025
Q2 		$1.15M Buy
77,521
+2,001
+3% +$29.2K 0.04% 414
2025
Q1 		$1.18M Buy
75,520
+4,541
+6% +$70.5K 0.04% 382
2024
Q4 		$1.08M Buy
70,979
+8,250
+13% +$130K 0.05% 300
2024
Q3 		$989K Buy
62,729
+1,976
+3% +$30.4K 0.03% 456
2024
Q2 		$906K Sell
60,753
-4,686
-7% -$68.3K 0.03% 484
2024
Q1 		$937K Buy
65,439
+1,882
+3% +$26.1K 0.03% 459
2023
Q4 		$858K Buy
63,557
+8,353
+15% +$109K 0.03% 448
2023
Q3 		$816K Buy
55,204
+4,538
+9% +$71.7K 0.04% 399
2023
Q2 		$806K Buy
50,666
+4,649
+10% +$74.2K 0.04% 389
2023
Q1 		$744K Buy
46,017
+2,301
+5% +$38K 0.04% 385
2022
Q4 		$665K Buy
43,716
+1,099
+3% +$17.3K 0.05% 373
2022
Q3 		$655K Buy
42,617
+2,673
+7% +$44.5K 0.05% 330
2022
Q2 		$643K Sell
39,944
-1,227
-3% -$21.7K 0.05% 335
2022
Q1 		$783K Sell
41,171
-591
-1% -$11.1K 0.05% 322
2021
Q4 		$765K Buy
41,762
+7,016
+20% +$134K 0.05% 329
2021
Q3 		$665K Buy
34,746
+2,339
+7% +$49.8K 0.05% 379
2021
Q2 		$703K Buy
32,407
+2,153
+7% +$45.2K 0.06% 350
2021
Q1 		$635K Buy
30,254
+5,654
+23% +$116K 0.06% 328
2020
Q4 		$477K Buy
24,600
+5,638
+30% +$104K 0.04% 371
2020
Q3 		$334K Buy
18,962
+4,121
+28% +$72.7K 0.04% 399
2020
Q2 		$251K Buy
+14,841
New +$236K 0.03% 420

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

Dynamic Advisor Solutions's GOF Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 10% in Q2 2026, buying an estimated $111K and bringing the position to 108,583 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #445.

Dynamic Advisor Solutions first reported a position in GOF in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.21M in Q3 2025. 213 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Dynamic Advisor Solutions held 108,583 shares of Guggenheim Strategic Opportunities Fund worth $1.19M as of Q2 2026.
  • Dynamic Advisor Solutions bought 9,906 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $111K.
  • Guggenheim Strategic Opportunities Fund made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #445 holding.
  • Dynamic Advisor Solutions first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2020 and has held it in 25 quarters since.
  • Dynamic Advisor Solutions's Guggenheim Strategic Opportunities Fund position peaked at $1.21M in Q3 2025.
  • 213 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.