Insigneo Advisory Services’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Insigneo Advisory Services’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	$282K	Buy	25,868 +702	+3%	+$7.84K	0.01%	660
2026 Q1	$277K	Sell	25,166 -10,000	-28%	-$121K	0.02%	532
2025 Q4	$453K	Sell	35,166 -2,000	-5%	-$26.2K	0.03%	389
2025 Q3	$557K	Buy	37,166 +4,000	+12%	+$59.8K	0.04%	338
2025 Q2	$494K	Hold	33,166	–	–	0.04%	348
2025 Q1	$516K	Buy	33,166 +9,834	+42%	+$153K	0.05%	298
2024 Q4	$356K	Sell	23,332 -50	-0.2%	-$785	0.04%	375
2024 Q3	$369K	Buy	23,382 +3,002	+15%	+$46.1K	0.04%	386
2024 Q2	$306K	Buy	20,380 +450	+2%	+$6.56K	0.03%	403
2024 Q1	$285K	Buy	+19,930	New	+$277K	0.03%	395

Other funds holding GOF

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 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

KCP

Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Insigneo Advisory Services's GOF Position: Q2 2026 in Review

Insigneo Advisory Services increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 2.8% in Q2 2026, buying an estimated $7.84K and bringing the position to 25,868 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #660.

Insigneo Advisory Services first reported a position in GOF in Q1 2024 and has held it in 10 quarters since. The position peaked at $557K in Q3 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Insigneo Advisory Services held 25,868 shares of Guggenheim Strategic Opportunities Fund worth $282K as of Q2 2026.
Insigneo Advisory Services bought 702 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $7.84K.
Guggenheim Strategic Opportunities Fund made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #660 holding.
Insigneo Advisory Services first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2024 and has held it in 10 quarters since.
Insigneo Advisory Services's Guggenheim Strategic Opportunities Fund position peaked at $557K in Q3 2025.
212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

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