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Integrity Alliance’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Integrity Alliance’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 		$3.26M Buy
298,689
+29,787
+11% +$333K 0.1% 172
2026
Q1 		$2.96M Sell
268,902
-64,469
-19% -$778K 0.11% 153
2025
Q4 		$4.29M Buy
333,371
+23,802
+8% +$312K 0.16% 123
2025
Q3 		$4.64M Buy
+309,569
New +$4.63M 0.22% 98

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

Integrity Alliance's GOF Position: Q2 2026 in Review

Integrity Alliance increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 11% in Q2 2026, buying an estimated $333K and bringing the position to 298,689 shares worth $3.26M. The position accounts for 0.1% of the portfolio, ranked #172.

Integrity Alliance first reported a position in GOF in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.64M in Q3 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Integrity Alliance held 298,689 shares of Guggenheim Strategic Opportunities Fund worth $3.26M as of Q2 2026.
  • Integrity Alliance bought 29,787 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $333K.
  • Guggenheim Strategic Opportunities Fund made up 0.1% of Integrity Alliance's portfolio in Q2 2026, its #172 holding.
  • Integrity Alliance first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • Integrity Alliance's Guggenheim Strategic Opportunities Fund position peaked at $4.64M in Q3 2025.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.