BFC Planning, Inc.’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

BFC Planning, Inc.’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	$91.9K	Sell	10,804 -29,197	-73%	-$290K	﹤0.01%	1277
2026 Q2	$437K	Buy	40,001 +1,830	+5%	+$20.4K	0.02%	651
2026 Q1	$421K	Buy	38,171 +2,500	+7%	+$30.2K	0.02%	630
2025 Q4	$459K	Buy	35,671 +1,000	+3%	+$13.1K	0.02%	572
2025 Q3	$519K	Hold	34,671	–	–	0.04%	376
2025 Q2	$516K	Hold	34,671	–	–	0.04%	349
2025 Q1	$540K	Sell	34,671 -581	-2%	-$9.03K	0.05%	319
2024 Q4	$538K	Buy	35,252 +2,781	+9%	+$43.7K	0.04%	316
2024 Q3	$512K	Buy	+32,471	New	+$499K	0.04%	331

Other funds holding GOF

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Kera Capital Partners San Jose, California $1.21B AUM 36.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return

BFC Planning, Inc.'s GOF Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 73% in Q3 2026, selling an estimated $290K and leaving 10,804 shares worth $91.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

BFC Planning, Inc. first reported a position in GOF in Q3 2024 and has held it in 9 quarters since. The position peaked at $540K in Q1 2025. 167 funds tracked by Wall St. Rank hold GOF as of Q3 2026.

BFC Planning, Inc. held 10,804 shares of Guggenheim Strategic Opportunities Fund worth $91.9K as of Q3 2026.
BFC Planning, Inc. sold 29,197 Guggenheim Strategic Opportunities Fund shares in Q3 2026, an estimated $290K.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1277 holding.
BFC Planning, Inc. first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Guggenheim Strategic Opportunities Fund position peaked at $540K in Q1 2025.
167 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.