Janney Montgomery Scott
GOF icon

Janney Montgomery Scott’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Janney Montgomery Scott’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 		$4.63M Buy
420,263
+13,957
+3% +$168K 0.01% 872
2025
Q4 		$5.23M Buy
406,306
+36,845
+10% +$482K 0.01% 892
2025
Q3 		$5.54M Buy
369,461
+85,739
+30% +$1.28M 0.01% 848
2025
Q2 		$4.22M Buy
283,722
+20,285
+8% +$296K 0.01% 880
2025
Q1 		$4.1M Buy
263,437
+5,924
+2% +$92K 0.01% 854
2024
Q4 		$3.93M Sell
257,513
-3,048
-1% -$47.9K 0.01% 862
2024
Q3 		$4.11M Sell
260,561
-5,601
-2% -$86.1K 0.01% 825
2024
Q2 		$3.97M Buy
266,162
+11,573
+5% +$169K 0.01% 812
2024
Q1 		$3.65M Buy
254,589
+9,496
+4% +$132K 0.01% 880
2023
Q4 		$3.14M Sell
245,093
-45,520
-16% -$594K 0.01% 919
2023
Q3 		$4.3M Buy
290,613
+25,837
+10% +$408K 0.02% 725
2023
Q2 		$4.21M Buy
264,776
+2,020
+0.8% +$32.3K 0.01% 761
2023
Q1 		$4.25M Buy
262,756
+16,683
+7% +$275K 0.02% 676
2022
Q4 		$3.75M Sell
246,073
-96,454
-28% -$1.52M 0.01% 773
2022
Q3 		$5.26M Buy
342,527
+41,301
+14% +$687K 0.02% 613
2022
Q2 		$4.84M Buy
301,226
+9,724
+3% +$172K 0.02% 611
2022
Q1 		$5.54M Buy
291,502
+29,878
+11% +$560K 0.02% 569
2021
Q4 		$4.79M Buy
261,624
+37,098
+17% +$710K 0.02% 642
2021
Q3 		$4.3M Buy
224,526
+31,796
+16% +$677K 0.02% 652
2021
Q2 		$4.18M Buy
192,730
+25,019
+15% +$525K 0.02% 651
2021
Q1 		$3.52M Sell
167,711
-1,721
-1% -$35.4K 0.02% 673
2020
Q4 		$3.29M Buy
169,432
+8,959
+6% +$165K 0.02% 668
2020
Q3 		$2.82M Buy
160,473
+15,188
+10% +$268K 0.02% 663
2020
Q2 		$2.46M Buy
145,285
+14,915
+11% +$237K 0.02% 698
2020
Q1 		$1.99M Buy
130,370
+13,541
+12% +$237K 0.02% 703
2019
Q4 		$2.11M Buy
116,829
+13,423
+13% +$257K 0.01% 773
2019
Q3 		$2M Buy
103,406
+2,479
+2% +$49.8K 0.01% 757
2019
Q2 		$2.07M Buy
100,927
+8,647
+9% +$174K 0.02% 718
2019
Q1 		$1.81M Buy
92,280
+6,786
+8% +$133K 0.01% 756
2018
Q4 		$1.56M Buy
85,494
+6,317
+8% +$123K 0.02% 729
2018
Q3 		$1.66M Buy
79,177
+12,023
+18% +$262K 0.01% 774
2018
Q2 		$1.47M Sell
67,154
-10
-0% -$210 0.01% 794
2018
Q1 		$1.36M Buy
67,164
+2,631
+4% +$54.2K 0.01% 827
2017
Q4 		$1.39M Buy
64,533
+2,921
+5% +$62.6K 0.01% 803
2017
Q3 		$1.31M Buy
61,612
+3,623
+6% +$76.7K 0.02% 796
2017
Q2 		$1.23M Buy
57,989
+7,580
+15% +$159K 0.02% 787
2017
Q1 		$1.03M Buy
50,409
+7,434
+17% +$150K 0.01% 828
2016
Q4 		$844K Sell
42,975
-2,040
-5% -$39.4K 0.01% 854
2016
Q3 		$860K Buy
+45,015
New +$846K 0.02% 728
2016
Q2 		– Sell
-40,877
Closed -$695K – 890
2016
Q1 		$695K Sell
40,877
-992
-2% -$16K 0.02% 640
2015
Q4 		$705K Sell
41,869
-244
-0.6% -$4.34K 0.02% 666
2015
Q3 		$753K Sell
42,113
-538
-1% -$10.1K 0.02% 639
2015
Q2 		$850K Buy
42,651
+4,377
+11% +$92.6K 0.02% 867
2015
Q1 		$817K Buy
38,274
+16,667
+77% +$353K 0.02% 1015
2014
Q4 		$452K Sell
21,607
-496
-2% -$10.7K 0.01% 1389
2014
Q3 		$484K Buy
22,103
+1,524
+7% +$33.2K 0.01% 1307
2014
Q2 		$452K Buy
20,579
+1,361
+7% +$29.4K 0.01% 1298
2014
Q1 		$407K Buy
19,218
+848
+5% +$18K 0.01% 1261
2013
Q4 		$393K Buy
18,370
+730
+4% +$15.9K 0.01% 1249
2013
Q3 		$388K Buy
+17,640
New +$385K 0.01% 1161

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

Janney Montgomery Scott's GOF Position: Q1 2026 in Review

Janney Montgomery Scott increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 3.4% in Q1 2026, buying an estimated $168K and bringing the position to 420,263 shares worth $4.63M. The position accounts for 0.01% of the portfolio, ranked #872.

Janney Montgomery Scott first reported a position in GOF in Q3 2013 and has held it in 50 quarters since. The position peaked at $5.54M in Q1 2022. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Janney Montgomery Scott held 420,263 shares of Guggenheim Strategic Opportunities Fund worth $4.63M as of Q1 2026.
  • Janney Montgomery Scott bought 13,957 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $168K.
  • Guggenheim Strategic Opportunities Fund made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #872 holding.
  • Janney Montgomery Scott first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2013 and has held it in 50 quarters since.
  • Janney Montgomery Scott's Guggenheim Strategic Opportunities Fund position peaked at $5.54M in Q1 2022.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.