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Larson Financial Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Larson Financial Group’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 		$113K Buy
10,346
+290
+3% +$3.24K ﹤0.01% 1123
2026
Q1 		$111K Buy
10,056
+3,277
+48% +$39.5K ﹤0.01% 946
2025
Q4 		$87.3K Buy
6,779
+464
+7% +$6.08K ﹤0.01% 978
2025
Q3 		$94.6K Buy
6,315
+4,022
+175% +$60.1K ﹤0.01% 928
2025
Q2 		$34.1K Buy
2,293
+22
+1% +$321 ﹤0.01% 1238
2025
Q1 		$35.4K Buy
2,271
+576
+34% +$8.95K ﹤0.01% 1152
2024
Q4 		$25.9K Sell
1,695
-3,570
-68% -$56.1K ﹤0.01% 1125
2024
Q3 		$83K Buy
5,265
+3,682
+233% +$56.6K ﹤0.01% 773
2024
Q2 		$23.6K Buy
+1,583
New +$23.1K ﹤0.01% 1005

Other funds holding GOF

Morgan Stanley
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
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Larson Financial Group's GOF Position: Q2 2026 in Review

Larson Financial Group increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 2.9% in Q2 2026, buying an estimated $3.24K and bringing the position to 10,346 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Larson Financial Group first reported a position in GOF in Q2 2024 and has held it in 9 quarters since. 213 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Larson Financial Group held 10,346 shares of Guggenheim Strategic Opportunities Fund worth $113K as of Q2 2026.
  • Larson Financial Group bought 290 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $3.24K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1123 holding.
  • Larson Financial Group first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2024 and has held it in 9 quarters since.
  • 213 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.