EH
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Equitable Holdings’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Equitable Holdings’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 		$599K Buy
46,527
+14,642
+46% +$177K ﹤0.01% 1178
2025
Q4 		$411K Sell
31,885
-19,534
-38% -$256K ﹤0.01% 1184
2025
Q3 		$770K Buy
51,419
+3,176
+7% +$47.5K 0.01% 923
2025
Q2 		$718K Buy
48,243
+5,115
+12% +$74.6K 0.01% 900
2025
Q1 		$672K Buy
43,128
+1,613
+4% +$25.1K 0.01% 833
2024
Q4 		$634K Buy
41,515
+1,876
+5% +$29.5K 0.01% 810
2024
Q3 		$625K Buy
39,639
+2,621
+7% +$40.3K 0.01% 810
2024
Q2 		$552K Buy
37,018
+377
+1% +$5.5K 0.01% 803
2024
Q1 		$525K Sell
36,641
-9,410
-20% -$131K 0.01% 787
2023
Q4 		$589K Buy
46,051
+599
+1% +$7.81K 0.01% 723
2023
Q3 		$672K Buy
45,452
+2,793
+7% +$44.1K 0.01% 635
2023
Q2 		$678K Buy
42,659
+1,258
+3% +$20.1K 0.01% 617
2023
Q1 		$669K Buy
41,401
+16,876
+69% +$278K 0.01% 570
2022
Q4 		$373K Buy
24,525
+5,600
+30% +$88.2K 0.01% 683
2022
Q3 		$291K Buy
18,925
+3,075
+19% +$51.2K 0.01% 694
2022
Q2 		$255K Buy
15,850
+500
+3% +$8.86K ﹤0.01% 744
2022
Q1 		$292K Buy
+15,350
New +$288K ﹤0.01% 722

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

Equitable Holdings's GOF Position: Q1 2026 in Review

Equitable Holdings increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 46% in Q1 2026, buying an estimated $177K and bringing the position to 46,527 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Equitable Holdings first reported a position in GOF in Q1 2022 and has held it in 17 quarters since. The position peaked at $770K in Q3 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Equitable Holdings held 46,527 shares of Guggenheim Strategic Opportunities Fund worth $599K as of Q1 2026.
  • Equitable Holdings bought 14,642 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $177K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1178 holding.
  • Equitable Holdings first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2022 and has held it in 17 quarters since.
  • Equitable Holdings's Guggenheim Strategic Opportunities Fund position peaked at $770K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.