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Foundations Investment Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Foundations Investment 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 		$165K Sell
15,150
-2,606
-15% -$29.1K ﹤0.01% 1158
2026
Q1 		$196K Buy
17,756
+2,429
+16% +$29.3K ﹤0.01% 1113
2025
Q4 		$197K Sell
15,327
-7,238
-32% -$94.8K ﹤0.01% 1070
2025
Q3 		$338K Buy
22,565
+9,661
+75% +$144K ﹤0.01% 804
2025
Q2 		$192K Buy
12,904
+2,144
+20% +$31.3K ﹤0.01% 883
2025
Q1 		$168K Buy
10,760
+584
+6% +$9.07K ﹤0.01% 824
2024
Q4 		$155K Buy
+10,176
New +$160K ﹤0.01% 811

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
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
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

Foundations Investment Advisors's GOF Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 15% in Q2 2026, selling an estimated $29.1K and leaving 15,150 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Foundations Investment Advisors first reported a position in GOF in Q4 2024 and has held it in 7 quarters since. The position peaked at $338K in Q3 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Foundations Investment Advisors held 15,150 shares of Guggenheim Strategic Opportunities Fund worth $165K as of Q2 2026.
  • Foundations Investment Advisors sold 2,606 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $29.1K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1158 holding.
  • Foundations Investment Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
  • Foundations Investment Advisors's Guggenheim Strategic Opportunities Fund position peaked at $338K in Q3 2025.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.