Main Street Financial Solutions’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Main Street Financial Solutions’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
2025 Q4	$162K	Buy	+12,613	New	+$165K	0.01%	533
2025 Q1	–	Sell	-24,954	Closed	-$381K	–	532
2024 Q4	$381K	Sell	24,954 -1,364	-5%	-$21.4K	0.04%	337
2024 Q3	$415K	Buy	26,318 +1,527	+6%	+$23.5K	0.04%	348
2024 Q2	$370K	Buy	24,791 +7,398	+43%	+$108K	0.03%	381
2024 Q1	$249K	Buy	17,393 +1,978	+13%	+$27.5K	0.03%	452
2023 Q4	$197K	Buy	15,415 +403	+3%	+$5.26K	0.03%	437
2023 Q3	$222K	Buy	15,012 +324	+2%	+$5.12K	0.03%	414
2023 Q2	$234K	Buy	14,688 +307	+2%	+$4.9K	0.03%	403
2023 Q1	$233K	Sell	14,381 -167	-1%	-$2.76K	0.03%	400
2022 Q4	$221K	Buy	14,548 +164	+1%	+$2.58K	0.03%	401
2022 Q3	$221K	Buy	14,384 +814	+6%	+$13.6K	0.04%	394
2022 Q2	$218K	Buy	13,570 +3,430	+34%	+$60.8K	0.03%	416
2022 Q1	$193K	Buy	+10,140	New	+$190K	0.03%	433

Other funds holding GOF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Main Street Financial Solutions's GOF Position: Q4 2025 in Review

Main Street Financial Solutions opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q4 2025: 12,613 shares worth $162K. The stake represents 0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: Main Street Financial Solutions previously reported a position in GOF as recently as Q4 2024.

Main Street Financial Solutions first reported a position in GOF in Q1 2022 and has held it in 13 quarters since. The position peaked at $415K in Q3 2024. 196 funds tracked by Wall St. Rank hold GOF as of Q4 2025.

Main Street Financial Solutions held 12,613 shares of Guggenheim Strategic Opportunities Fund worth $162K as of Q4 2025.
Guggenheim Strategic Opportunities Fund was a new Main Street Financial Solutions position in Q4 2025.
Guggenheim Strategic Opportunities Fund made up 0.01% of Main Street Financial Solutions's portfolio in Q4 2025, its #533 holding.
Main Street Financial Solutions first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2022 and has held it in 13 quarters since.
Main Street Financial Solutions's Guggenheim Strategic Opportunities Fund position peaked at $415K in Q3 2024.
196 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.