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

NewEdge 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 		$1.4M Buy
126,814
+12,143
+11% +$147K 0.01% 1305
2025
Q4 		$1.48M Sell
114,671
-3,500
-3% -$45.8K 0.01% 1234
2025
Q3 		$1.77M Buy
118,171
+10,419
+10% +$156K 0.01% 1085
2025
Q2 		$1.6M Buy
107,752
+2,552
+2% +$37.2K 0.01% 1040
2025
Q1 		$1.64M Sell
105,200
-1,001
-0.9% -$15.6K 0.01% 945
2024
Q4 		$1.62M Buy
106,201
+6,559
+7% +$103K 0.01% 926
2024
Q3 		$1.57M Sell
99,642
-562
-0.6% -$8.64K 0.01% 902
2024
Q2 		$1.49M Buy
100,204
+18,800
+23% +$274K 0.01% 888
2024
Q1 		$1.17M Buy
81,404
+14,402
+21% +$200K 0.01% 930
2023
Q4 		$874K Sell
67,002
-1,868
-3% -$24.4K 0.01% 1002
2023
Q3 		$1.02M Sell
68,870
-1,297
-2% -$20.5K 0.01% 856
2023
Q2 		$1.12M Buy
70,167
+3,602
+5% +$57.5K 0.01% 811
2023
Q1 		$1.08M Sell
66,565
-4,217
-6% -$69.6K 0.01% 757
2022
Q4 		$871K Buy
70,782
+14,065
+25% +$222K 0.02% 557
2022
Q3 		$871K Sell
56,717
-2,372
-4% -$39.5K 0.01% 696
2022
Q2 		$951K Sell
59,089
-1,820
-3% -$32.2K 0.02% 685
2022
Q1 		$1.16M Sell
60,909
-6,097
-9% -$114K 0.02% 597
2021
Q4 		$1.23M Buy
+67,006
New +$1.28M 0.02% 632

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

NewEdge Advisors's GOF Position: Q1 2026 in Review

NewEdge Advisors increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 11% in Q1 2026, buying an estimated $147K and bringing the position to 126,814 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #1305.

NewEdge Advisors first reported a position in GOF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.77M in Q3 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • NewEdge Advisors held 126,814 shares of Guggenheim Strategic Opportunities Fund worth $1.4M as of Q1 2026.
  • NewEdge Advisors bought 12,143 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $147K.
  • Guggenheim Strategic Opportunities Fund made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1305 holding.
  • NewEdge Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's Guggenheim Strategic Opportunities Fund position peaked at $1.77M in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.