Mercer Global Advisors
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Mercer Global Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Mercer Global Advisors’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 		$751K Sell
68,178
-12,786
-16% -$154K ﹤0.01% 1719
2025
Q4 		$1.04M Buy
80,964
+9,531
+13% +$125K ﹤0.01% 1425
2025
Q3 		$1.07M Buy
71,433
+9
+0% +$135 ﹤0.01% 1344
2025
Q2 		$1.06M Sell
71,424
-3,120
-4% -$45.5K ﹤0.01% 1182
2025
Q1 		$1.16M Buy
74,544
+39,070
+110% +$607K ﹤0.01% 1063
2024
Q4 		$541K Sell
35,474
-46,345
-57% -$728K ﹤0.01% 1411
2024
Q3 		$1.29M Buy
81,819
+19,737
+32% +$303K ﹤0.01% 916
2024
Q2 		$926K Sell
62,082
-280
-0.4% -$4.08K ﹤0.01% 995
2024
Q1 		$893K Buy
62,362
+1,281
+2% +$17.8K ﹤0.01% 1017
2023
Q4 		$782K Buy
61,081
+5,152
+9% +$67.2K ﹤0.01% 1081
2023
Q3 		$827K Buy
55,929
+5,200
+10% +$82.2K ﹤0.01% 1020
2023
Q2 		$807K Sell
50,729
-1,611
-3% -$25.7K ﹤0.01% 1028
2023
Q1 		$846K Buy
52,340
+9,178
+21% +$151K ﹤0.01% 974
2022
Q4 		$657K Buy
43,162
+3,182
+8% +$50.1K ﹤0.01% 1084
2022
Q3 		$614K Sell
39,980
-151
-0.4% -$2.51K ﹤0.01% 1044
2022
Q2 		$646K Buy
40,131
+6,000
+18% +$106K ﹤0.01% 1027
2022
Q1 		$649K Sell
34,131
-13,468
-28% -$253K ﹤0.01% 1101
2021
Q4 		$872K Buy
+47,599
New +$911K 0.01% 945

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

Mercer Global Advisors's GOF Position: Q1 2026 in Review

Mercer Global Advisors reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 16% in Q1 2026, selling an estimated $154K and leaving 68,178 shares worth $751K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Mercer Global Advisors first reported a position in GOF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.29M in Q3 2024. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Mercer Global Advisors held 68,178 shares of Guggenheim Strategic Opportunities Fund worth $751K as of Q1 2026.
  • Mercer Global Advisors sold 12,786 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $154K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1719 holding.
  • Mercer Global Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2021 and has held it in 18 quarters since.
  • Mercer Global Advisors's Guggenheim Strategic Opportunities Fund position peaked at $1.29M in Q3 2024.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.