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Elm3 Financial Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Elm3 Financial 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
Q1 		– Sell
-10,026
Closed -$129K – 119
2025
Q4 		$129K Sell
10,026
-3,549
-26% -$46.5K 0.11% 112
2025
Q3 		$203K Sell
13,575
-92
-0.7% -$1.38K 0.17% 110
2025
Q2 		$204K Sell
13,667
-10
-0.1% -$146 0.17% 107
2025
Q1 		$213K Buy
13,677
+32
+0.2% +$497 0.19% 92
2024
Q4 		$208K Buy
+13,645
New +$214K 0.18% 85

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
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

Elm3 Financial Group's GOF Position: Q1 2026 in Review

Elm3 Financial Group sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2026, closing a stake of 10,026 shares — an estimated $129K sold.

Elm3 Financial Group first reported a position in GOF in Q4 2024 and held it in 5 quarters. The position peaked at $213K in Q1 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Elm3 Financial Group reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Elm3 Financial Group sold 10,026 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $129K.
  • Elm3 Financial Group first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and held it in 5 quarters.
  • Elm3 Financial Group's Guggenheim Strategic Opportunities Fund position peaked at $213K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.