MFG
GOF icon

Merit Financial Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Merit Financial 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 		$301K Sell
27,528
-2,214
-7% -$24.7K ﹤0.01% 1808
2026
Q1 		$328K Buy
29,742
+660
+2% +$7.96K ﹤0.01% 1602
2025
Q4 		$375K Buy
29,082
+2,470
+9% +$32.3K ﹤0.01% 1447
2025
Q3 		$399K Buy
26,612
+487
+2% +$7.28K ﹤0.01% 1303
2025
Q2 		$389K Buy
26,125
+476
+2% +$6.94K ﹤0.01% 1216
2025
Q1 		$399K Buy
25,649
+434
+2% +$6.74K 0.01% 1025
2024
Q4 		$385K Buy
25,215
+483
+2% +$7.59K 0.01% 824
2024
Q3 		$390K Buy
24,732
+372
+2% +$5.72K 0.01% 616
2024
Q2 		$363K Buy
24,360
+71
+0.3% +$1.03K 0.01% 660
2024
Q1 		$356K Buy
24,289
+242
+1% +$3.36K 0.01% 649
2023
Q4 		$308K Buy
24,047
+211
+0.9% +$2.75K 0.01% 613
2023
Q3 		$353K Buy
23,836
+170
+0.7% +$2.69K 0.01% 543
2023
Q2 		$376K Buy
23,666
+163
+0.7% +$2.6K 0.01% 532
2023
Q1 		$380K Buy
23,503
+155
+0.7% +$2.56K 0.01% 459
2022
Q4 		$355K Sell
23,348
-4,058
-15% -$63.9K 0.01% 500
2022
Q3 		$421K Buy
27,406
+141
+0.5% +$2.35K 0.02% 384
2022
Q2 		$439K Buy
27,265
+124
+0.5% +$2.2K 0.01% 387
2022
Q1 		$516K Buy
27,141
+2,296
+9% +$43.1K 0.03% 229
2021
Q4 		$455K Buy
24,845
+114
+0.5% +$2.18K 0.04% 175
2021
Q3 		$474K Buy
24,731
+97
+0.4% +$2.07K 0.05% 162
2021
Q2 		$534K Buy
24,634
+98
+0.4% +$2.06K 0.05% 151
2021
Q1 		$515K Buy
24,536
+4,242
+21% +$87.3K 0.05% 149
2020
Q4 		$394K Sell
20,294
-3,325
-14% -$61.3K 0.04% 150
2020
Q3 		$416K Buy
23,619
+7,926
+51% +$140K 0.04% 153
2020
Q2 		$265K Buy
15,693
+224
+1% +$3.56K 0.03% 179
2020
Q1 		$236K Buy
15,469
+239
+2% +$4.19K 0.03% 186
2019
Q4 		$276K Buy
15,230
+314
+2% +$6.01K 0.02% 198
2019
Q3 		$288K Buy
14,916
+289
+2% +$5.8K 0.03% 117
2019
Q2 		$299K Buy
+14,627
New +$294K 0.04% 92

Other funds holding GOF

SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Merit Financial Group's GOF Position: Q2 2026 in Review

Merit Financial Group reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 7.4% in Q2 2026, selling an estimated $24.7K and leaving 27,528 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Merit Financial Group first reported a position in GOF in Q2 2019 and has held it in 29 quarters since. The position peaked at $534K in Q2 2021. 34 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Merit Financial Group held 27,528 shares of Guggenheim Strategic Opportunities Fund worth $301K as of Q2 2026.
  • Merit Financial Group sold 2,214 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $24.7K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1808 holding.
  • Merit Financial Group first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2019 and has held it in 29 quarters since.
  • Merit Financial Group's Guggenheim Strategic Opportunities Fund position peaked at $534K in Q2 2021.
  • 34 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.