Independent Financial Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Independent Financial Group’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
2025 Q1	–	Sell	-10,768	Closed	-$164K	–	1210
2024 Q4	$164K	Sell	10,768 -3,400	-24%	-$53.4K	0.01%	1114
2024 Q3	$223K	Hold	14,168	–	–	0.01%	1004
2024 Q2	$211K	Sell	14,168 -200	-1%	-$2.92K	0.01%	1004
2024 Q1	$206K	Buy	14,368 +700	+5%	+$9.72K	0.01%	946
2023 Q4	$175K	Hold	13,668	–	–	0.01%	905
2023 Q3	$202K	Hold	13,668	–	–	0.01%	829
2023 Q2	$217K	Hold	13,668	–	–	0.02%	787
2023 Q1	$221K	Buy	13,668 +810	+6%	+$13.4K	0.02%	736
2022 Q4	$196K	Buy	+12,858	New	+$203K	0.02%	723
2022 Q3	–	Sell	-10,158	Closed	-$163K	–	762
2022 Q2	$163K	Buy	+10,158	New	+$180K	0.02%	654
2022 Q1	–	Sell	-11,650	Closed	-$213K	–	801
2021 Q4	$213K	Buy	+11,650	New	+$223K	0.02%	710

Other funds holding GOF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independent Financial Group's GOF Position: Q1 2025 in Review

Independent Financial Group sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2025, closing a stake of 10,768 shares — an estimated $164K sold.

Independent Financial Group first reported a position in GOF in Q4 2021 and held it in 11 quarters. The position peaked at $223K in Q3 2024. 175 funds tracked by Wall St. Rank hold GOF as of Q1 2025.

Independent Financial Group reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Independent Financial Group sold 10,768 Guggenheim Strategic Opportunities Fund shares in Q1 2025, an estimated $164K.
Independent Financial Group first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2021 and held it in 11 quarters.
Independent Financial Group's Guggenheim Strategic Opportunities Fund position peaked at $223K in Q3 2024.
175 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.