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Oliver Lagore Vanvalin Investment Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025
Q2 		$32.9K Buy
+2,110
New +$30.8K 0.01% 298
2024
Q4 		$32.2K Hold
2,110
– – 0.01% 300
2024
Q3 		$33.3K Hold
2,110
– – 0.01% 285
2024
Q2 		$31.5K Hold
2,110
– – 0.01% 287
2024
Q1 		$30.2K Hold
2,110
– – 0.01% 295
2023
Q4 		$27K Hold
2,110
– – 0.01% 282
2023
Q3 		$31.2K Hold
2,110
– – 0.01% 288
2023
Q2 		$33.5K Buy
2,110
+1,715
+434% +$27.4K 0.01% 299
2023
Q1 		$6.39K Buy
+395
New +$6.52K ﹤0.01% 453

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's GOF Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q2 2025: 2,110 shares worth $32.9K. The stake represents 0.01% of the portfolio and ranks #298 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in GOF as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in GOF in Q1 2023 and has held it in 9 quarters since. The position peaked at $33.5K in Q2 2023. 174 funds tracked by Wall St. Rank hold GOF as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 2,110 shares of Guggenheim Strategic Opportunities Fund worth $32.9K as of Q2 2025.
  • Guggenheim Strategic Opportunities Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Guggenheim Strategic Opportunities Fund made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #298 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2023 and has held it in 9 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Guggenheim Strategic Opportunities Fund position peaked at $33.5K in Q2 2023.
  • 174 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.