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

Mather 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
Q1 		$4.02K Buy
+365
New +$4.4K ﹤0.01% 1610
2025
Q4 		– Sell
-365
Closed -$5.46K – 1045
2025
Q3 		$5.46K Buy
+365
New +$5.46K ﹤0.01% 1375
2025
Q2 		– Sell
-365
Closed -$5.68K – 1055
2025
Q1 		$5.68K Hold
365
– – ﹤0.01% 1383
2024
Q4 		$5.57K Hold
365
– – ﹤0.01% 1361
2024
Q3 		$5.75K Sell
365
-601
-62% -$9.23K ﹤0.01% 1278
2024
Q2 		$13.8K Buy
966
+601
+165% +$8.76K ﹤0.01% 1355
2024
Q1 		$4.67K Buy
+365
New +$5.07K ﹤0.01% 1362

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mather Group's GOF Position: Q1 2026 in Review

Mather Group opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q1 2026: 365 shares worth $4.02K. The stake represents ﹤0.01% of the portfolio and ranks #1610 among its holdings. This is a return to the name: Mather Group previously reported a position in GOF as recently as Q3 2025.

Mather Group first reported a position in GOF in Q1 2024 and has held it in 7 quarters since. The position peaked at $13.8K in Q2 2024. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Mather Group held 365 shares of Guggenheim Strategic Opportunities Fund worth $4.02K as of Q1 2026.
  • Guggenheim Strategic Opportunities Fund was a new Mather Group position in Q1 2026.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1610 holding.
  • Mather Group first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2024 and has held it in 7 quarters since.
  • Mather Group's Guggenheim Strategic Opportunities Fund position peaked at $13.8K in Q2 2024.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.