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IFG Advisory’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

IFG Advisory’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 		$837K Buy
+76,653
New +$856K 0.03% 469
2026
Q1 		– Sell
-95,343
Closed -$1.23M – 549
2025
Q4 		$1.23M Sell
95,343
-2,704
-3% -$35.4K 0.05% 326
2025
Q3 		$1.47M Buy
98,047
+8,351
+9% +$125K 0.07% 288
2025
Q2 		$1.34M Buy
89,696
+68,721
+328% +$1M 0.07% 288
2025
Q1 		$327K Buy
+20,975
New +$326K 0.02% 538

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

IFG Advisory's GOF Position: Q2 2026 in Review

IFG Advisory opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026: 76,653 shares worth $837K. The stake represents 0.03% of the portfolio and ranks #469 among its holdings. This is a return to the name: IFG Advisory previously reported a position in GOF as recently as Q4 2025.

IFG Advisory first reported a position in GOF in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.47M in Q3 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • IFG Advisory held 76,653 shares of Guggenheim Strategic Opportunities Fund worth $837K as of Q2 2026.
  • Guggenheim Strategic Opportunities Fund was a new IFG Advisory position in Q2 2026.
  • Guggenheim Strategic Opportunities Fund made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #469 holding.
  • IFG Advisory first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2025 and has held it in 5 quarters since.
  • IFG Advisory's Guggenheim Strategic Opportunities Fund position peaked at $1.47M in Q3 2025.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.