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Illumine Investment Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Illumine Investment Management’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 		$2.51M Buy
227,556
+333
+0.1% +$4.02K 1.93% 16
2025
Q4 		$2.93M Buy
227,223
+1,347
+0.6% +$17.6K 2.13% 14
2025
Q3 		$3.38M Buy
225,876
+9,042
+4% +$135K 2.41% 12
2025
Q2 		$3.23M Buy
216,834
+2,905
+1% +$42.4K 2.57% 11
2025
Q1 		$3.33M Buy
213,929
+40,462
+23% +$629K 2.73% 10
2024
Q4 		$2.65M Buy
+173,467
New +$2.72M 2.18% 15

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

Illumine Investment Management's GOF Position: Q1 2026 in Review

Illumine Investment Management increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 0.15% in Q1 2026, buying an estimated $4.02K and bringing the position to 227,556 shares worth $2.51M. The position accounts for 1.93% of the portfolio, ranked #16.

Illumine Investment Management first reported a position in GOF in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.38M in Q3 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Illumine Investment Management held 227,556 shares of Guggenheim Strategic Opportunities Fund worth $2.51M as of Q1 2026.
  • Illumine Investment Management bought 333 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $4.02K.
  • Guggenheim Strategic Opportunities Fund made up 1.93% of Illumine Investment Management's portfolio in Q1 2026, its #16 holding.
  • Illumine Investment Management first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • Illumine Investment Management's Guggenheim Strategic Opportunities Fund position peaked at $3.38M in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Illumine Investment Management's 13F filing for Q1 2026, filed 4 May 2026.