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Harpswell Capital Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Harpswell Capital Advisors’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 		$2.91M Buy
342,237
+38,144
+13% +$378K 1.91% 12
2026
Q2 		$3.32M Sell
304,093
-23,524
-7% -$263K 2.13% 11
2026
Q1 		$3.61M Buy
327,617
+128,694
+65% +$1.55M 2.69% 9
2025
Q4 		$2.56M Buy
+198,923
New +$2.6M 2.03% 12

Other funds holding GOF

GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Harpswell Capital Advisors's GOF Position: Q3 2026 in Review

Harpswell Capital Advisors increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 13% in Q3 2026, buying an estimated $378K and bringing the position to 342,237 shares worth $2.91M. The position accounts for 1.91% of the portfolio, ranked #12.

Harpswell Capital Advisors first reported a position in GOF in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.61M in Q1 2026. 9 funds tracked by Wall St. Rank hold GOF as of Q3 2026.

  • Harpswell Capital Advisors held 342,237 shares of Guggenheim Strategic Opportunities Fund worth $2.91M as of Q3 2026.
  • Harpswell Capital Advisors bought 38,144 Guggenheim Strategic Opportunities Fund shares in Q3 2026, an estimated $378K.
  • Guggenheim Strategic Opportunities Fund made up 1.91% of Harpswell Capital Advisors's portfolio in Q3 2026, its #12 holding.
  • Harpswell Capital Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2025 and has held it in 4 quarters since.
  • Harpswell Capital Advisors's Guggenheim Strategic Opportunities Fund position peaked at $3.61M in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.