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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
Q2 		$281K Buy
25,705
+7,000
+37% +$78.1K 0.01% 784
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 $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Moors & Cabot's GOF Position: Q2 2026 in Review

Moors & Cabot increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 37% in Q2 2026, buying an estimated $78.1K and bringing the position to 25,705 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #784.

Moors & Cabot first reported a position in GOF in Q1 2025 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Moors & Cabot held 25,705 shares of Guggenheim Strategic Opportunities Fund worth $281K as of Q2 2026.
  • Moors & Cabot bought 7,000 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $78.1K.
  • Guggenheim Strategic Opportunities Fund made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #784 holding.
  • Moors & Cabot first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.