Orion Portfolio Solutions’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Orion Portfolio Solutions’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 Q1	$204K	Buy	+13,101	New	+$204K	﹤0.01%	1800

Other funds holding GOF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Orion Portfolio Solutions's GOF Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q1 2025: 13,101 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1800 among its holdings.

175 funds tracked by Wall St. Rank hold GOF as of Q1 2025.

Orion Portfolio Solutions held 13,101 shares of Guggenheim Strategic Opportunities Fund worth $204K as of Q1 2025.
Guggenheim Strategic Opportunities Fund was a new Orion Portfolio Solutions position in Q1 2025.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1800 holding.
175 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.