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Estate Planners Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Estate Planners 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 		$26.9M Buy
2,464,791
+94,176
+4% +$1.05M 12.17% 1
2026
Q1 		$26.1M Buy
2,370,615
+77,837
+3% +$939K 12.55% 1
2025
Q4 		$29.5M Buy
+2,292,778
New +$30M 12.8% 1

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Estate Planners Group's GOF Position: Q2 2026 in Review

Estate Planners Group increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 4% in Q2 2026, buying an estimated $1.05M and bringing the position to 2,464,791 shares worth $26.9M. The position accounts for 12.17% of the portfolio, ranked #1.

Estate Planners Group first reported a position in GOF in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.5M in Q4 2025. 213 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Estate Planners Group held 2,464,791 shares of Guggenheim Strategic Opportunities Fund worth $26.9M as of Q2 2026.
  • Estate Planners Group bought 94,176 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $1.05M.
  • Guggenheim Strategic Opportunities Fund made up 12.17% of Estate Planners Group's portfolio in Q2 2026, its #1 holding.
  • Estate Planners Group first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • Estate Planners Group's Guggenheim Strategic Opportunities Fund position peaked at $29.5M in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.