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Mount Yale Investment Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Mount Yale Investment 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 		$2.42M Sell
219,535
-27,942
-11% -$337K 0.06% 334
2025
Q4 		$3.19M Buy
247,477
+18,181
+8% +$238K 0.15% 141
2025
Q3 		$3.43M Buy
+229,296
New +$3.43M 0.24% 95

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 $445B AUM 25.58% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 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 0.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Mount Yale Investment Advisors's GOF Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 11% in Q1 2026, selling an estimated $337K and leaving 219,535 shares worth $2.42M. The position accounts for 0.06% of the portfolio, ranked #334.

Mount Yale Investment Advisors first reported a position in GOF in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.43M in Q3 2025. 202 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Mount Yale Investment Advisors held 219,535 shares of Guggenheim Strategic Opportunities Fund worth $2.42M as of Q1 2026.
  • Mount Yale Investment Advisors sold 27,942 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $337K.
  • Guggenheim Strategic Opportunities Fund made up 0.06% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #334 holding.
  • Mount Yale Investment Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Guggenheim Strategic Opportunities Fund position peaked at $3.43M in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.