Farther Finance Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Farther Finance Advisors’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	$284	Hold	26	–	–	﹤0.01%	5655
2026 Q1	$291	Sell	26 -1,526	-98%	-$18.4K	﹤0.01%	5374
2025 Q4	$20K	Buy	1,552 +1,526	+5,869%	+$20K	﹤0.01%	3441
2025 Q3	$389	Hold	26	–	–	﹤0.01%	4599
2025 Q2	$387	Sell	26 -4,278	-99%	-$62.4K	﹤0.01%	4088
2025 Q1	$66.7K	Buy	4,304 +98	+2%	+$1.52K	﹤0.01%	1747
2024 Q4	$64.2K	Sell	4,206 -71	-2%	-$1.11K	﹤0.01%	1528
2024 Q3	$67.4K	Buy	4,277 +4,084	+2,116%	+$62.8K	﹤0.01%	1492
2024 Q2	$2.88K	Buy	+193	New	+$2.81K	﹤0.01%	2640

Other funds holding GOF

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

PGWM

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Farther Finance Advisors's GOF Position: Q2 2026 in Review

Farther Finance Advisors held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q2 2026 at 26 shares worth $284. The position accounts for ﹤0.01% of the portfolio, ranked #5655.

Farther Finance Advisors first reported a position in GOF in Q2 2024 and has held it in 9 quarters since. The position peaked at $67.4K in Q3 2024. 37 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Farther Finance Advisors held 26 shares of Guggenheim Strategic Opportunities Fund worth $284 as of Q2 2026.
Farther Finance Advisors left its Guggenheim Strategic Opportunities Fund share count unchanged in Q2 2026.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5655 holding.
Farther Finance Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2024 and has held it in 9 quarters since.
Farther Finance Advisors's Guggenheim Strategic Opportunities Fund position peaked at $67.4K in Q3 2024.
37 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.