Focus Financial Network
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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
Q3 		$596K Sell
70,062
-583
-0.8% -$5.78K 0.02% 449
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

GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Focus Financial Network's GOF Position: Q3 2026 in Review

Focus Financial Network reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 0.83% in Q3 2026, selling an estimated $5.78K and leaving 70,062 shares worth $596K. The position accounts for 0.02% of the portfolio, ranked #449.

Focus Financial Network first reported a position in GOF in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.23M in Q4 2023. 33 funds tracked by Wall St. Rank hold GOF as of Q3 2026.

  • Focus Financial Network held 70,062 shares of Guggenheim Strategic Opportunities Fund worth $596K as of Q3 2026.
  • Focus Financial Network sold 583 Guggenheim Strategic Opportunities Fund shares in Q3 2026, an estimated $5.78K.
  • Guggenheim Strategic Opportunities Fund made up 0.02% of Focus Financial Network's portfolio in Q3 2026, its #449 holding.
  • Focus Financial Network first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2021 and has held it in 14 quarters since.
  • Focus Financial Network's Guggenheim Strategic Opportunities Fund position peaked at $1.23M in Q4 2023.
  • 33 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.