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IFP Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

IFP 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
Q2 		$48.2K Buy
4,414
+3,070
+228% +$34.3K ﹤0.01% 2425
2026
Q1 		$14.8K Buy
1,344
+59
+5% +$712 ﹤0.01% 2945
2025
Q4 		$16.6K Buy
+1,285
New +$16.8K ﹤0.01% 2816
2025
Q3 		– Sell
-97
Closed -$1.45K – 4873
2025
Q2 		$1.45K Sell
97
-16,828
-99% -$245K ﹤0.01% 4043
2025
Q1 		$264K Sell
16,925
-122,788
-88% -$1.91M 0.01% 1047
2024
Q4 		$2.13M Buy
139,713
+13,986
+11% +$220K 0.07% 324
2024
Q3 		$1.98M Buy
125,727
+93,899
+295% +$1.44M 0.07% 306
2024
Q2 		$475K Buy
31,828
+19,078
+150% +$278K 0.02% 675
2024
Q1 		$183K Buy
+12,750
New +$177K 0.01% 1042
2023
Q1 		– Sell
-4,988
Closed -$107K – 3805
2022
Q4 		$107K Hold
4,988
– – ﹤0.01% 1709
2022
Q3 		$107K Hold
4,988
– – ﹤0.01% 1811
2022
Q2 		$107K Hold
4,988
– – ﹤0.01% 1643
2022
Q1 		$107K Buy
+4,988
New +$93.5K ﹤0.01% 1643
2019
Q1 		$142K Buy
7,190
+105
+1% +$2.05K 0.02% 573
2018
Q4 		$130K Sell
7,085
-2,240
-24% -$43.5K 0.01% 1061
2018
Q3 		$196K Buy
9,325
+251
+3% +$5.46K 0.01% 1088
2018
Q2 		$199K Buy
9,074
+124
+1% +$2.61K 0.01% 1070
2018
Q1 		$193K Hold
8,950
– – 0.01% 1007
2017
Q4 		$193K Sell
8,950
-1,220
-12% -$26.1K 0.01% 1011
2017
Q3 		$217K Sell
10,170
-8
-0.1% -$169 0.01% 1094
2017
Q2 		$215K Buy
10,178
+8
+0.1% +$168 0.01% 1095
2017
Q1 		$207K Buy
10,170
+3,000
+42% +$60.4K 0.01% 1100
2016
Q4 		$141K Buy
7,170
+3,163
+79% +$61.1K 0.01% 1234
2016
Q3 		$77K Sell
4,007
-13,830
-78% -$260K ﹤0.01% 1532
2016
Q2 		$324K Buy
17,837
+10,647
+148% +$188K 0.02% 751
2016
Q1 		$142K Sell
7,190
-11,052
-61% -$178K 0.02% 572
2015
Q4 		$307K Buy
+18,242
New +$324K 0.02% 656

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

IFP Advisors's GOF Position: Q2 2026 in Review

IFP Advisors increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 228% in Q2 2026, buying an estimated $34.3K and bringing the position to 4,414 shares worth $48.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2425.

IFP Advisors first reported a position in GOF in Q4 2015 and has held it in 27 quarters since. The position peaked at $2.13M in Q4 2024. 213 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • IFP Advisors held 4,414 shares of Guggenheim Strategic Opportunities Fund worth $48.2K as of Q2 2026.
  • IFP Advisors bought 3,070 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $34.3K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2425 holding.
  • IFP Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2015 and has held it in 27 quarters since.
  • IFP Advisors's Guggenheim Strategic Opportunities Fund position peaked at $2.13M in Q4 2024.
  • 213 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.