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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
Q2 		$1.19M Buy
108,650
+863
+0.8% +$9.63K 0.02% 586
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 $1.89T 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 22.96% 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

Mutual Advisors's GOF Position: Q2 2026 in Review

Mutual Advisors increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 0.8% in Q2 2026, buying an estimated $9.63K and bringing the position to 108,650 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #586.

Mutual Advisors first reported a position in GOF in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.68M in Q1 2023. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Mutual Advisors held 108,650 shares of Guggenheim Strategic Opportunities Fund worth $1.19M as of Q2 2026.
  • Mutual Advisors bought 863 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $9.63K.
  • Guggenheim Strategic Opportunities Fund made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #586 holding.
  • Mutual Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2022 and has held it in 16 quarters since.
  • Mutual Advisors's Guggenheim Strategic Opportunities Fund position peaked at $1.68M in Q1 2023.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.