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
Q2 		$515K Buy
47,153
+626
+1% +$6.99K ﹤0.01% 1304
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 $1.89T 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

Equitable Holdings's GOF Position: Q2 2026 in Review

Equitable Holdings increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 1.3% in Q2 2026, buying an estimated $6.99K and bringing the position to 47,153 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Equitable Holdings first reported a position in GOF in Q1 2022 and has held it in 18 quarters since. The position peaked at $770K in Q3 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Equitable Holdings held 47,153 shares of Guggenheim Strategic Opportunities Fund worth $515K as of Q2 2026.
  • Equitable Holdings bought 626 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $6.99K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1304 holding.
  • Equitable Holdings first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2022 and has held it in 18 quarters since.
  • Equitable Holdings's Guggenheim Strategic Opportunities Fund position peaked at $770K in Q3 2025.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.