Focus Financial Network’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Focus Financial Network’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	$771K	Buy	70,645 +1,346	+2%	+$15K	0.02%	396
2026 Q1	$764K	Buy	69,299 +332	+0.5%	+$4.01K	0.03%	366
2025 Q4	$888K	Buy	68,967 +7,747	+13%	+$101K	0.03%	324
2025 Q3	$917K	Buy	61,220 +6,015	+11%	+$89.9K	0.03%	315
2025 Q2	$822K	Buy	55,205 +10,106	+22%	+$147K	0.03%	330
2025 Q1	$702K	Buy	45,099 +3,232	+8%	+$50.2K	0.03%	351
2024 Q4	$639K	Buy	41,867 +5,317	+15%	+$83.5K	0.03%	358
2024 Q3	$576K	Buy	36,550 +1,604	+5%	+$24.6K	0.02%	382
2024 Q2	$529K	Buy	+34,946	New	+$509K	0.02%	392
2024 Q1	–	Sell	-96,114	Closed	-$1.23M	–	671
2023 Q4	$1.23M	Buy	+96,114	New	+$1.25M	0.05%	280
2021 Q4	–	Sell	-21,845	Closed	-$419K	–	395
2021 Q3	$419K	Buy	21,845 +2,868	+15%	+$61.1K	0.06%	288
2021 Q2	$412K	Buy	18,977 +6,971	+58%	+$146K	0.05%	296
2021 Q1	$252K	Buy	+12,006	New	+$247K	0.03%	364

Other funds holding GOF

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 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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Focus Financial Network's GOF Position: Q2 2026 in Review

Focus Financial Network increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 1.9% in Q2 2026, buying an estimated $15K and bringing the position to 70,645 shares worth $771K. The position accounts for 0.02% of the portfolio, ranked #396.

Focus Financial Network first reported a position in GOF in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.23M in Q4 2023. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Focus Financial Network held 70,645 shares of Guggenheim Strategic Opportunities Fund worth $771K as of Q2 2026.
Focus Financial Network bought 1,346 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $15K.
Guggenheim Strategic Opportunities Fund made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #396 holding.
Focus Financial Network first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2021 and has held it in 13 quarters since.
Focus Financial Network's Guggenheim Strategic Opportunities Fund position peaked at $1.23M in Q4 2023.
212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.