Petra Financial Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Petra Financial 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	$5.21M	Buy	476,910 +7,531	+2%	+$84.1K	2.41%	9
2026 Q1	$5.17M	Buy	469,379 +11,063	+2%	+$133K	3.2%	8
2025 Q4	$5.9M	Buy	458,316 +2,487	+0.5%	+$32.6K	3.46%	5
2025 Q3	$6.83M	Buy	455,829 +10,773	+2%	+$161K	3.98%	4
2025 Q2	$6.63M	Buy	445,056 +231,751	+109%	+$3.38M	4.21%	4
2025 Q1	$3.32M	Sell	213,305 -159,160	-43%	-$2.47M	2.72%	7
2024 Q4	$5.68M	Buy	372,465 +34,379	+10%	+$540K	3.87%	4
2024 Q3	$5.33M	Buy	338,086 +69,302	+26%	+$1.06M	3.52%	6
2024 Q2	$4.01M	Buy	268,784 +10,981	+4%	+$160K	2.88%	8
2024 Q1	$3.69M	Buy	257,803 +10,413	+4%	+$145K	2.71%	8
2023 Q4	$3.17M	Buy	247,390 +26,686	+12%	+$348K	2.64%	7
2023 Q3	$3.26M	Buy	220,704 +18,354	+9%	+$290K	2.72%	8
2023 Q2	$3.22M	Buy	+202,350	New	+$3.23M	2.87%	8

Other funds holding GOF

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ASGL

Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Petra Financial Advisors's GOF Position: Q2 2026 in Review

Petra Financial Advisors increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 1.6% in Q2 2026, buying an estimated $84.1K and bringing the position to 476,910 shares worth $5.21M. The position accounts for 2.41% of the portfolio, ranked #9.

Petra Financial Advisors first reported a position in GOF in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.83M in Q3 2025. 83 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Petra Financial Advisors held 476,910 shares of Guggenheim Strategic Opportunities Fund worth $5.21M as of Q2 2026.
Petra Financial Advisors bought 7,531 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $84.1K.
Guggenheim Strategic Opportunities Fund made up 2.41% of Petra Financial Advisors's portfolio in Q2 2026, its #9 holding.
Petra Financial Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2023 and has held it in 13 quarters since.
Petra Financial Advisors's Guggenheim Strategic Opportunities Fund position peaked at $6.83M in Q3 2025.
83 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.