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Founders Financial Alliance’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Founders Financial Alliance’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 		$1.32M Buy
119,934
+3,314
+3% +$40K 0.24% 102
2025
Q4 		$1.5M Buy
116,620
+117
+0.1% +$1.53K 0.28% 85
2025
Q3 		$1.75M Buy
116,503
+4,332
+4% +$64.8K 0.33% 74
2025
Q2 		$1.67M Sell
112,171
-2,086
-2% -$30.4K 0.38% 60
2025
Q1 		$1.78M Buy
114,257
+8,056
+8% +$125K 0.43% 50
2024
Q4 		$1.62M Sell
106,201
-6,186
-6% -$97.2K 0.45% 47
2024
Q3 		$1.77M Buy
112,387
+11,393
+11% +$175K 0.49% 43
2024
Q2 		$1.51M Buy
100,994
+5,153
+5% +$75.1K 0.45% 46
2024
Q1 		$1.37M Buy
95,841
+30,262
+46% +$420K 0.41% 55
2023
Q4 		$839K Buy
65,579
+914
+1% +$11.9K 0.33% 73
2023
Q3 		$956K Sell
64,665
-3,563
-5% -$56.3K 0.42% 52
2023
Q2 		$1.08M Buy
68,228
+5,086
+8% +$81.2K 0.43% 51
2023
Q1 		$1.02M Sell
63,142
-72,931
-54% -$1.2M 0.51% 48
2022
Q4 		$2.07M Buy
136,073
+3,749
+3% +$59.1K 0.95% 25
2022
Q3 		$2.03M Buy
132,324
+42,573
+47% +$709K 1.03% 17
2022
Q2 		$1.44M Sell
89,751
-24,863
-22% -$440K 0.73% 29
2022
Q1 		$2.18M Buy
114,614
+60,731
+113% +$1.14M 0.97% 20
2021
Q4 		$987K Sell
53,883
-3,691
-6% -$70.6K 0.4% 63
2021
Q3 		$1.1M Buy
57,574
+27,792
+93% +$592K 0.52% 50
2021
Q2 		$646K Buy
29,782
+4,904
+20% +$103K 0.29% 80
2021
Q1 		$522K Buy
24,878
+10,713
+76% +$221K 0.26% 87
2020
Q4 		$275K Buy
14,165
+800
+6% +$14.7K 0.16% 149
2020
Q3 		$237K Buy
+13,365
New +$236K 0.14% 135

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Founders Financial Alliance's GOF Position: Q1 2026 in Review

Founders Financial Alliance increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 2.8% in Q1 2026, buying an estimated $40K and bringing the position to 119,934 shares worth $1.32M. The position accounts for 0.24% of the portfolio, ranked #102.

Founders Financial Alliance first reported a position in GOF in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.18M in Q1 2022. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Founders Financial Alliance held 119,934 shares of Guggenheim Strategic Opportunities Fund worth $1.32M as of Q1 2026.
  • Founders Financial Alliance bought 3,314 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $40K.
  • Guggenheim Strategic Opportunities Fund made up 0.24% of Founders Financial Alliance's portfolio in Q1 2026, its #102 holding.
  • Founders Financial Alliance first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's Guggenheim Strategic Opportunities Fund position peaked at $2.18M in Q1 2022.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

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