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Kestra Private Wealth Services’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Kestra Private Wealth 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 		$155K Sell
14,044
-2,000
-12% -$24.1K ﹤0.01% 1664
2025
Q4 		$207K Sell
16,044
-871
-5% -$11.4K ﹤0.01% 1585
2025
Q3 		$253K Sell
16,915
-682
-4% -$10.2K ﹤0.01% 1451
2025
Q2 		$262K Buy
+17,597
New +$257K ﹤0.01% 1361

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

Kestra Private Wealth Services's GOF Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 12% in Q1 2026, selling an estimated $24.1K and leaving 14,044 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

Kestra Private Wealth Services first reported a position in GOF in Q2 2025 and has held it in 4 quarters since. The position peaked at $262K in Q2 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Kestra Private Wealth Services held 14,044 shares of Guggenheim Strategic Opportunities Fund worth $155K as of Q1 2026.
  • Kestra Private Wealth Services sold 2,000 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $24.1K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1664 holding.
  • Kestra Private Wealth Services first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2025 and has held it in 4 quarters since.
  • Kestra Private Wealth Services's Guggenheim Strategic Opportunities Fund position peaked at $262K in Q2 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.