MML Investors Services
GOF icon

MML Investors Services’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

MML Investors Services’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 		$9.28M Buy
842,008
+46,787
+6% +$565K 0.03% 566
2025
Q4 		$10.2M Sell
795,221
-36,203
-4% -$474K 0.03% 579
2025
Q3 		$12.5M Buy
831,424
+30,122
+4% +$450K 0.03% 478
2025
Q2 		$11.9M Buy
801,302
+4,864
+0.6% +$71K 0.03% 464
2025
Q1 		$12.4M Buy
796,438
+470,571
+144% +$7.31M 0.04% 411
2024
Q4 		$4.97M Buy
325,867
+32,789
+11% +$515K 0.02% 710
2024
Q3 		$4.62M Buy
293,078
+50,699
+21% +$779K 0.02% 724
2024
Q2 		$3.61M Buy
242,379
+9,065
+4% +$132K 0.01% 770
2024
Q1 		$3.34M Buy
233,314
+145,176
+165% +$2.02M 0.01% 811
2023
Q4 		$1.13M Buy
88,138
+3,882
+5% +$50.6K 0.01% 1276
2023
Q3 		$1.25M Buy
84,256
+9,027
+12% +$143K 0.01% 1121
2023
Q2 		$1.2M Buy
75,229
+16,754
+29% +$267K 0.01% 1140
2023
Q1 		$946K Sell
58,475
-1,546
-3% -$25.5K 0.01% 1096
2022
Q4 		$914K Buy
60,021
+1,404
+2% +$22.1K 0.01% 1197
2022
Q3 		$900K Buy
58,617
+2,823
+5% +$47K 0.01% 1108
2022
Q2 		$898K Buy
55,794
+1,474
+3% +$26.1K 0.01% 1096
2022
Q1 		$1.03M Buy
54,320
+2,986
+6% +$56K 0.01% 1069
2021
Q4 		$940K Buy
51,334
+10,989
+27% +$210K 0.01% 1087
2021
Q3 		$773K Buy
40,345
+21,837
+118% +$465K 0.01% 1145
2021
Q2 		$401K Buy
18,508
+7,255
+64% +$152K ﹤0.01% 1444
2021
Q1 		$236K Sell
11,253
-658
-6% -$13.5K ﹤0.01% 1640
2020
Q4 		$231K Buy
11,911
+29
+0.2% +$534 ﹤0.01% 1535
2020
Q3 		$209K Sell
11,882
-252
-2% -$4.45K ﹤0.01% 1467
2020
Q2 		$205K Sell
12,134
-19,471
-62% -$310K ﹤0.01% 1411
2020
Q1 		$482K Sell
31,605
-14,848
-32% -$260K 0.01% 893
2019
Q4 		$840K Sell
46,453
-5,280
-10% -$101K 0.01% 785
2019
Q3 		$1M Sell
51,733
-66,247
-56% -$1.33M 0.02% 670
2019
Q2 		$2.42M Buy
117,980
+6,577
+6% +$132K 0.03% 422
2019
Q1 		$2.19M Sell
111,403
-2,476
-2% -$48.3K 0.03% 434
2018
Q4 		$2.08M Buy
113,879
+10
+0% +$194 0.04% 405
2018
Q3 		$2.39M Buy
113,869
+51,279
+82% +$1.12M 0.04% 390
2018
Q2 		$1.37M Buy
62,590
+1,143
+2% +$24.1K 0.03% 463
2018
Q1 		$1.25M Buy
61,447
+18,111
+42% +$373K 0.03% 482
2017
Q4 		$935K Buy
43,336
+30,620
+241% +$656K 0.02% 570
2017
Q3 		$271K Buy
12,716
+593
+5% +$12.6K 0.01% 1059
2017
Q2 		$256K Buy
12,123
+1,801
+17% +$37.7K ﹤0.01% 1059
2017
Q1 		$210K Buy
+10,322
New +$208K ﹤0.01% 721

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

MML Investors Services's GOF Position: Q1 2026 in Review

MML Investors Services increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 5.9% in Q1 2026, buying an estimated $565K and bringing the position to 842,008 shares worth $9.28M. The position accounts for 0.03% of the portfolio, ranked #566.

MML Investors Services first reported a position in GOF in Q1 2017 and has held it in 37 quarters since. The position peaked at $12.5M in Q3 2025. 201 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • MML Investors Services held 842,008 shares of Guggenheim Strategic Opportunities Fund worth $9.28M as of Q1 2026.
  • MML Investors Services bought 46,787 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $565K.
  • Guggenheim Strategic Opportunities Fund made up 0.03% of MML Investors Services's portfolio in Q1 2026, its #566 holding.
  • MML Investors Services first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2017 and has held it in 37 quarters since.
  • MML Investors Services's Guggenheim Strategic Opportunities Fund position peaked at $12.5M in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.