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Kapstone Financial Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Kapstone Financial Advisors’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 		$139K Buy
12,570
+2,500
+25% +$30.2K 0.07% 149
2025
Q4 		$130K Sell
10,070
-1,000
-9% -$13.1K 0.06% 129
2025
Q3 		$166K Hold
11,070
– – 0.08% 117
2025
Q2 		$165K Buy
+11,070
New +$161K 0.08% 114

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

Kapstone Financial Advisors's GOF Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 25% in Q1 2026, buying an estimated $30.2K and bringing the position to 12,570 shares worth $139K. The position accounts for 0.07% of the portfolio, ranked #149.

Kapstone Financial Advisors first reported a position in GOF in Q2 2025 and has held it in 4 quarters since. The position peaked at $166K in Q3 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Kapstone Financial Advisors held 12,570 shares of Guggenheim Strategic Opportunities Fund worth $139K as of Q1 2026.
  • Kapstone Financial Advisors bought 2,500 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $30.2K.
  • Guggenheim Strategic Opportunities Fund made up 0.07% of Kapstone Financial Advisors's portfolio in Q1 2026, its #149 holding.
  • Kapstone Financial Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2025 and has held it in 4 quarters since.
  • Kapstone Financial Advisors's Guggenheim Strategic Opportunities Fund position peaked at $166K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.