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 Q2	$153K	Hold	14,044	–	–	﹤0.01%	1718
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 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 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 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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kestra Private Wealth Services's GOF Position: Q2 2026 in Review

Kestra Private Wealth Services held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q2 2026 at 14,044 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Kestra Private Wealth Services first reported a position in GOF in Q2 2025 and has held it in 5 quarters since. The position peaked at $262K in Q2 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Kestra Private Wealth Services held 14,044 shares of Guggenheim Strategic Opportunities Fund worth $153K as of Q2 2026.
Kestra Private Wealth Services left its Guggenheim Strategic Opportunities Fund share count unchanged in Q2 2026.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1718 holding.
Kestra Private Wealth Services first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
Kestra Private Wealth Services's Guggenheim Strategic Opportunities Fund position peaked at $262K in Q2 2025.
212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.