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Harbour Investments’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Harbour Investments’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 		$95.3K Sell
8,725
-1,225
-12% -$13.7K ﹤0.01% 2027
2026
Q1 		$110K Buy
9,950
+472
+5% +$5.7K ﹤0.01% 1878
2025
Q4 		$122K Sell
9,478
-3,164
-25% -$41.4K ﹤0.01% 1534
2025
Q3 		$189K Sell
12,642
-122
-1% -$1.82K ﹤0.01% 1258
2025
Q2 		$190K Sell
12,764
-879
-6% -$12.8K ﹤0.01% 1198
2025
Q1 		$212K Sell
13,643
-5,729
-30% -$89K 0.01% 1069
2024
Q4 		$296K Sell
19,372
-700
-3% -$11K 0.01% 873
2024
Q3 		$316K Sell
20,072
-305
-1% -$4.69K 0.01% 829
2024
Q2 		$304K Sell
20,377
-1,442
-7% -$21K 0.01% 791
2024
Q1 		$312K Sell
21,819
-1,125
-5% -$15.6K 0.01% 759
2023
Q4 		$294K Sell
22,944
-15,875
-41% -$207K 0.01% 718
2023
Q3 		$574K Sell
38,819
-2,628
-6% -$41.5K 0.03% 451
2023
Q2 		$659K Buy
41,447
+284
+0.7% +$4.53K 0.03% 428
2023
Q1 		$666K Sell
41,163
-12,626
-23% -$208K 0.04% 408
2022
Q4 		$819K Sell
53,789
-2,947
-5% -$46.4K 0.05% 347
2022
Q3 		$913K Hold
56,736
– – 0.06% 300
2022
Q2 		$913K Buy
+56,736
New +$1.01M 0.06% 300
2021
Q4 		$1.06M Sell
57,769
-8,203
-12% -$157K 0.06% 289
2021
Q3 		$1.26M Buy
65,972
+1,353
+2% +$28.8K 0.04% 387
2021
Q2 		$1.4M Sell
64,619
-965
-1% -$20.3K 0.04% 376
2021
Q1 		$1.38M Buy
+65,584
New +$1.35M 0.05% 333

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

Harbour Investments's GOF Position: Q2 2026 in Review

Harbour Investments reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 12% in Q2 2026, selling an estimated $13.7K and leaving 8,725 shares worth $95.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Harbour Investments first reported a position in GOF in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.4M in Q2 2021. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Harbour Investments held 8,725 shares of Guggenheim Strategic Opportunities Fund worth $95.3K as of Q2 2026.
  • Harbour Investments sold 1,225 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $13.7K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2027 holding.
  • Harbour Investments first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Guggenheim Strategic Opportunities Fund position peaked at $1.4M in Q2 2021.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.