Financial Perspectives’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Financial Perspectives’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	$386	Hold	35	–	–	﹤0.01%	681
2025 Q4	$451	Hold	35	–	–	﹤0.01%	679
2025 Q3	$524	Hold	35	–	–	﹤0.01%	679
2025 Q2	$521	Hold	35	–	–	﹤0.01%	678
2025 Q1	$545	Hold	35	–	–	﹤0.01%	676
2024 Q4	$534	Hold	35	–	–	﹤0.01%	676
2024 Q3	$552	Hold	35	–	–	﹤0.01%	636
2024 Q2	$522	Hold	35	–	–	﹤0.01%	634
2024 Q1	$501	Hold	35	–	–	﹤0.01%	629
2023 Q4	$448	Hold	35	–	–	﹤0.01%	657
2023 Q3	$518	Hold	35	–	–	﹤0.01%	661
2023 Q2	$557	Hold	35	–	–	﹤0.01%	644
2023 Q1	$566	Hold	35	–	–	﹤0.01%	641
2022 Q4	$533	Hold	35	–	–	﹤0.01%	640
2022 Q3	$538	Hold	35	–	–	﹤0.01%	650
2022 Q2	$563	Hold	35	–	–	﹤0.01%	650
2022 Q1	$665	Hold	35	–	–	﹤0.01%	650
2021 Q4	$641	Buy	+35	New	+$670	﹤0.01%	619

Other funds holding GOF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Perspectives's GOF Position: Q1 2026 in Review

Financial Perspectives held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q1 2026 at 35 shares worth $386. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Financial Perspectives first reported a position in GOF in Q4 2021 and has held it in 18 quarters since. The position peaked at $665 in Q1 2022. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

Financial Perspectives held 35 shares of Guggenheim Strategic Opportunities Fund worth $386 as of Q1 2026.
Financial Perspectives left its Guggenheim Strategic Opportunities Fund share count unchanged in Q1 2026.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Financial Perspectives's portfolio in Q1 2026, its #681 holding.
Financial Perspectives first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2021 and has held it in 18 quarters since.
Financial Perspectives's Guggenheim Strategic Opportunities Fund position peaked at $665 in Q1 2022.
200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.