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Garden State Investment Advisory Services’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Garden State Investment Advisory Services’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 		– Sell
-15,428
Closed -$170K – 377
2026
Q1 		$170K Sell
15,428
-28,050
-65% -$338K 0.04% 298
2025
Q4 		$560K Sell
43,478
-8,428
-16% -$110K 0.12% 142
2025
Q3 		$778K Sell
51,906
-4,625
-8% -$69.2K 0.17% 108
2025
Q2 		$842K Sell
56,531
-1,025
-2% -$15K 0.21% 96
2025
Q1 		$896K Buy
57,556
+5,757
+11% +$89.4K 0.29% 77
2024
Q4 		$790K Buy
51,799
+3,475
+7% +$54.6K 0.24% 83
2024
Q3 		$762K Buy
48,324
+530
+1% +$8.14K 0.24% 83
2024
Q2 		$713K Sell
47,794
-1,514
-3% -$22.1K 0.25% 81
2024
Q1 		$703K Buy
49,308
+35
+0.1% +$486 0.26% 84
2023
Q4 		$631K Sell
49,273
-9,010
-15% -$118K 0.25% 88
2023
Q3 		$862K Sell
58,283
-820
-1% -$13K 0.4% 56
2023
Q2 		$940K Buy
59,103
+2,275
+4% +$36.3K 0.37% 52
2023
Q1 		$919K Sell
56,828
-815
-1% -$13.4K 0.4% 49
2022
Q4 		$877K Buy
+57,643
New +$908K 0.52% 46

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 22.9% 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

Garden State Investment Advisory Services's GOF Position: Q2 2026 in Review

Garden State Investment Advisory Services sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026, closing a stake of 15,428 shares — an estimated $170K sold.

Garden State Investment Advisory Services first reported a position in GOF in Q4 2022 and held it in 14 quarters. The position peaked at $940K in Q2 2023. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Garden State Investment Advisory Services reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Garden State Investment Advisory Services sold 15,428 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $170K.
  • Garden State Investment Advisory Services first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2022 and held it in 14 quarters.
  • Garden State Investment Advisory Services's Guggenheim Strategic Opportunities Fund position peaked at $940K in Q2 2023.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.