Marex Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Marex 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	$159K	Buy	+14,580	New	+$163K	﹤0.01%	1034
2026 Q1	–	Sell	-54,682	Closed	-$704K	–	1117
2025 Q4	$704K	Buy	+54,682	New	+$716K	﹤0.01%	474
2025 Q1	–	Sell	-17,855	Closed	-$272K	–	750
2024 Q4	$272K	Buy	+17,855	New	+$280K	﹤0.01%	471
2024 Q1	–	Sell	-14,537	Closed	-$186K	–	579
2023 Q4	$186K	Buy	+14,537	New	+$190K	0.01%	461

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 22.96% 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

Marex Group's GOF Position: Q2 2026 in Review

Marex Group opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026: 14,580 shares worth $159K. The stake represents ﹤0.01% of the portfolio and ranks #1034 among its holdings. This is a return to the name: Marex Group previously reported a position in GOF as recently as Q4 2025.

Marex Group first reported a position in GOF in Q4 2023 and has held it in 4 quarters since. The position peaked at $704K in Q4 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Marex Group held 14,580 shares of Guggenheim Strategic Opportunities Fund worth $159K as of Q2 2026.
Guggenheim Strategic Opportunities Fund was a new Marex Group position in Q2 2026.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Marex Group's portfolio in Q2 2026, its #1034 holding.
Marex Group first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2023 and has held it in 4 quarters since.
Marex Group's Guggenheim Strategic Opportunities Fund position peaked at $704K in Q4 2025.
212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

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