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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IFG Advisory's GOF Position: Q1 2026 in Review

IFG Advisory sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2026, closing a stake of 95,343 shares — an estimated $1.23M sold.

IFG Advisory first reported a position in GOF in Q1 2025 and held it in 4 quarters. The position peaked at $1.47M in Q3 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • IFG Advisory reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 95,343 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $1.23M.
  • IFG Advisory first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2025 and held it in 4 quarters.
  • IFG Advisory's Guggenheim Strategic Opportunities Fund position peaked at $1.47M in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.