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LVZ Inc’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

LVZ Inc’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
-12,682
Closed -$140K – 179
2026
Q1 		$140K Hold
12,682
– – 0.02% 155
2025
Q4 		$163K Hold
12,682
– – 0.02% 165
2025
Q3 		$190K Hold
12,682
– – 0.02% 156
2025
Q2 		$189K Sell
12,682
-1,527
-11% -$22.3K 0.02% 151
2025
Q1 		$221K Hold
14,209
– – 0.03% 135
2024
Q4 		$217K Sell
14,209
-6,506
-31% -$102K 0.03% 139
2024
Q3 		$326K Hold
20,715
– – 0.04% 104
2024
Q2 		$309K Hold
20,715
– – 0.04% 97
2024
Q1 		$297K Sell
20,715
-375
-2% -$5.21K 0.04% 106
2023
Q4 		$270K Hold
21,090
– – 0.04% 109
2023
Q3 		$312K Hold
21,090
– – 0.05% 83
2023
Q2 		$335K Sell
21,090
-1,722
-8% -$27.5K 0.05% 103
2023
Q1 		$369K Sell
22,812
-950
-4% -$15.7K 0.05% 92
2022
Q4 		$362K Buy
23,762
+10,055
+73% +$158K 0.06% 87
2022
Q3 		$211K Buy
+13,707
New +$228K 0.04% 105

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

LVZ Inc's GOF Position: Q2 2026 in Review

LVZ Inc sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026, closing a stake of 12,682 shares — an estimated $140K sold.

LVZ Inc first reported a position in GOF in Q3 2022 and held it in 15 quarters. The position peaked at $369K in Q1 2023. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • LVZ Inc reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • LVZ Inc sold 12,682 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $140K.
  • LVZ Inc first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2022 and held it in 15 quarters.
  • LVZ Inc's Guggenheim Strategic Opportunities Fund position peaked at $369K in Q1 2023.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.