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PFG Investments’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

PFG Investments’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 		$889K Buy
80,693
+1,032
+1% +$12.5K 0.04% 390
2025
Q4 		$1.03M Sell
79,661
-2,389
-3% -$31.3K 0.05% 344
2025
Q3 		$1.23M Buy
82,050
+8,343
+11% +$125K 0.06% 275
2025
Q2 		$1.1M Buy
73,707
+1,787
+2% +$26.1K 0.06% 287
2025
Q1 		$1.12M Sell
71,920
-46
-0.1% -$715 0.07% 273
2024
Q4 		$1.1M Sell
71,966
-2,064
-3% -$32.4K 0.07% 268
2024
Q3 		$1.17M Buy
74,030
+25,549
+53% +$393K 0.08% 255
2024
Q2 		$723K Sell
48,481
-1,907
-4% -$27.8K 0.05% 344
2024
Q1 		$722K Buy
+50,388
New +$700K 0.04% 415

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

PFG Investments's GOF Position: Q1 2026 in Review

PFG Investments increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 1.3% in Q1 2026, buying an estimated $12.5K and bringing the position to 80,693 shares worth $889K. The position accounts for 0.04% of the portfolio, ranked #390.

PFG Investments first reported a position in GOF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q3 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • PFG Investments held 80,693 shares of Guggenheim Strategic Opportunities Fund worth $889K as of Q1 2026.
  • PFG Investments bought 1,032 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $12.5K.
  • Guggenheim Strategic Opportunities Fund made up 0.04% of PFG Investments's portfolio in Q1 2026, its #390 holding.
  • PFG Investments first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2024 and has held it in 9 quarters since.
  • PFG Investments's Guggenheim Strategic Opportunities Fund position peaked at $1.23M in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.