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 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 $1.66T AUM 25.57% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Insigneo Advisory Services's GOF Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 28% in Q1 2026, selling an estimated $121K and leaving 25,166 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #532.

Insigneo Advisory Services first reported a position in GOF in Q1 2024 and has held it in 9 quarters since. The position peaked at $557K in Q3 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

Insigneo Advisory Services held 25,166 shares of Guggenheim Strategic Opportunities Fund worth $277K as of Q1 2026.
Insigneo Advisory Services sold 10,000 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $121K.
Guggenheim Strategic Opportunities Fund made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #532 holding.
Insigneo Advisory Services first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2024 and has held it in 9 quarters since.
Insigneo Advisory Services's Guggenheim Strategic Opportunities Fund position peaked at $557K in Q3 2025.
200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

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