MA
GOF icon

Mutual Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Mutual 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 		$1.19M Buy
107,787
+12,668
+13% +$153K 0.03% 530
2025
Q4 		$1.23M Buy
95,119
+1,056
+1% +$13.8K 0.03% 513
2025
Q3 		$1.3M Buy
94,063
+1,526
+2% +$22.8K 0.03% 488
2025
Q2 		$1.39M Sell
92,537
-4,750
-5% -$69.3K 0.03% 407
2025
Q1 		$1.4M Sell
97,287
-9,003
-8% -$140K 0.04% 362
2024
Q4 		$1.63M Buy
106,290
+10,958
+11% +$172K 0.05% 327
2024
Q3 		$1.49M Sell
95,332
-7,241
-7% -$111K 0.04% 345
2024
Q2 		$1.56M Buy
102,573
+17,019
+20% +$248K 0.05% 335
2024
Q1 		$1.23M Buy
85,554
+22,527
+36% +$313K 0.04% 418
2023
Q4 		$807K Sell
63,027
-1,118
-2% -$14.6K 0.03% 514
2023
Q3 		$949K Sell
64,145
-35,632
-36% -$563K 0.04% 438
2023
Q2 		$1.59M Sell
99,777
-4,006
-4% -$64K 0.06% 312
2023
Q1 		$1.68M Buy
103,783
+3,240
+3% +$53.5K 0.07% 286
2022
Q4 		$1.53M Buy
100,543
+5,858
+6% +$92.3K 0.07% 297
2022
Q3 		$1.45M Buy
+94,685
New +$1.58M 0.07% 265

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

Mutual Advisors's GOF Position: Q1 2026 in Review

Mutual Advisors increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 13% in Q1 2026, buying an estimated $153K and bringing the position to 107,787 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #530.

Mutual Advisors first reported a position in GOF in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.68M in Q1 2023. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Mutual Advisors held 107,787 shares of Guggenheim Strategic Opportunities Fund worth $1.19M as of Q1 2026.
  • Mutual Advisors bought 12,668 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $153K.
  • Guggenheim Strategic Opportunities Fund made up 0.03% of Mutual Advisors's portfolio in Q1 2026, its #530 holding.
  • Mutual Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2022 and has held it in 15 quarters since.
  • Mutual Advisors's Guggenheim Strategic Opportunities Fund position peaked at $1.68M in Q1 2023.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.