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Moors & Cabot’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Moors & Cabot’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 		$206K Hold
18,705
– – 0.01% 851
2025
Q4 		$241K Buy
18,705
+5,650
+43% +$74K 0.01% 787
2025
Q3 		$196K Buy
13,055
+1,000
+8% +$15K 0.01% 848
2025
Q2 		$179K Hold
12,055
– – 0.01% 826
2025
Q1 		$188K Buy
+12,055
New +$187K 0.01% 800

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

Moors & Cabot's GOF Position: Q1 2026 in Review

Moors & Cabot held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q1 2026 at 18,705 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #851.

Moors & Cabot first reported a position in GOF in Q1 2025 and has held it in 5 quarters since. The position peaked at $241K in Q4 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Moors & Cabot held 18,705 shares of Guggenheim Strategic Opportunities Fund worth $206K as of Q1 2026.
  • Moors & Cabot left its Guggenheim Strategic Opportunities Fund share count unchanged in Q1 2026.
  • Guggenheim Strategic Opportunities Fund made up 0.01% of Moors & Cabot's portfolio in Q1 2026, its #851 holding.
  • Moors & Cabot first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2025 and has held it in 5 quarters since.
  • Moors & Cabot's Guggenheim Strategic Opportunities Fund position peaked at $241K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.