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Global Retirement Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Global Retirement Partners’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 		$115K Buy
+10,537
New +$118K ﹤0.01% 1967
2025
Q4 		$304K Buy
23,634
+7,332
+45% +$96K 0.01% 1236
2025
Q3 		$244K Buy
16,302
+1,792
+12% +$26.8K 0.01% 1077
2025
Q2 		$216K Buy
+14,510
New +$212K 0.01% 1052
2024
Q4 		$65.1K Buy
4,265
+509
+14% +$7.99K ﹤0.01% 1494
2024
Q3 		$59.2K Sell
3,756
-80
-2% -$1.23K ﹤0.01% 1487
2024
Q2 		$57.2K Sell
3,836
-38
-1% -$554 ﹤0.01% 1461
2024
Q1 		$55.5K Buy
3,874
+38
+1% +$528 ﹤0.01% 1368
2023
Q4 		$51K Buy
3,836
+313
+9% +$4.08K ﹤0.01% 1362
2023
Q3 		$49.6K Buy
3,523
+50
+1% +$790 ﹤0.01% 1276
2023
Q2 		$55.2K Sell
3,473
-2,598
-43% -$41.5K ﹤0.01% 1220
2023
Q1 		$98.5K Sell
6,071
-1,802
-23% -$29.7K 0.01% 922
2022
Q4 		$120K Buy
7,873
+10
+0.1% +$158 0.01% 757
2022
Q3 		$122K Sell
7,863
-482
-6% -$8.02K 0.01% 708
2022
Q2 		$134K Sell
8,345
-2,160
-21% -$38.3K 0.01% 658
2022
Q1 		$179K Buy
+10,505
New +$197K 0.01% 581
2021
Q4 		– Sell
-400
Closed -$8K – 853
2021
Q3 		$8K Hold
400
– – ﹤0.01% 1481
2021
Q2 		$9K Hold
400
– – ﹤0.01% 1395
2021
Q1 		$8K Hold
400
– – ﹤0.01% 1350
2020
Q4 		$8K Hold
400
– – ﹤0.01% 1319
2020
Q3 		$7K Hold
400
– – ﹤0.01% 1236
2020
Q2 		$7K Hold
400
– – ﹤0.01% 1200
2020
Q1 		$6K Hold
400
– – ﹤0.01% 1168
2019
Q4 		$7K Hold
400
– – ﹤0.01% 1239
2019
Q3 		$8K Hold
400
– – ﹤0.01% 1170
2019
Q2 		$8K Buy
+400
New +$8.05K ﹤0.01% 1163

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

Global Retirement Partners's GOF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026: 10,537 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #1967 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in GOF as recently as Q4 2025.

Global Retirement Partners first reported a position in GOF in Q2 2019 and has held it in 26 quarters since. The position peaked at $304K in Q4 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Global Retirement Partners held 10,537 shares of Guggenheim Strategic Opportunities Fund worth $115K as of Q2 2026.
  • Guggenheim Strategic Opportunities Fund was a new Global Retirement Partners position in Q2 2026.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1967 holding.
  • Global Retirement Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2019 and has held it in 26 quarters since.
  • Global Retirement Partners's Guggenheim Strategic Opportunities Fund position peaked at $304K in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.