Ken Fisher
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Ken Fisher’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Ken Fisher’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 		– Sell
-15,126
Closed -$167K – 1075
2026
Q1 		$167K Buy
+15,126
New +$183K ﹤0.01% 996
2025
Q3 		– Sell
-13,964
Closed -$208K – 1037
2025
Q2 		$208K Buy
+13,964
New +$204K ﹤0.01% 958

Other funds holding GOF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Ken Fisher's GOF Position: Q2 2026 in Review

Ken Fisher sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026, closing a stake of 15,126 shares — an estimated $167K sold.

Ken Fisher first reported a position in GOF in Q2 2025 and held it in 2 quarters. The position peaked at $208K in Q2 2025. 98 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Ken Fisher reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Ken Fisher sold 15,126 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $167K.
  • Ken Fisher first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2025 and held it in 2 quarters.
  • Ken Fisher's Guggenheim Strategic Opportunities Fund position peaked at $208K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.