Pin Oak Investment Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Pin Oak Investment 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	–	Sell	-903	Closed	-$10K	–	572
2026 Q1	$10K	Buy	903 +28	+3%	+$338	0.01%	371
2025 Q4	$11K	Buy	875 +236	+37%	+$3.09K	0.01%	376
2025 Q3	$9.58K	Sell	639 -2,483	-80%	-$37.1K	0.01%	373
2025 Q2	$48K	Buy	3,122 +106	+4%	+$1.55K	0.04%	193
2025 Q1	$48K	Buy	3,016 +724	+32%	+$11.2K	0.04%	190
2024 Q4	$36K	Hold	2,292	–	–	0.03%	214
2024 Q3	$36K	Buy	2,292 +76	+3%	+$1.17K	0.03%	215
2024 Q2	$33K	Buy	2,216 +1,066	+93%	+$15.5K	0.03%	214
2024 Q1	$16K	Buy	+1,150	New	+$16K	0.02%	284

Other funds holding GOF

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

EPG

Estate Planners Group Yardley, Pennsylvania $221M AUM

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

KCP

Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Pin Oak Investment Advisors's GOF Position: Q2 2026 in Review

Pin Oak Investment Advisors sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026, closing a stake of 903 shares — an estimated $10K sold.

Pin Oak Investment Advisors first reported a position in GOF in Q1 2024 and held it in 9 quarters. The position peaked at $48K in Q2 2025. 213 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Pin Oak Investment Advisors reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Pin Oak Investment Advisors sold 903 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $10K.
Pin Oak Investment Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2024 and held it in 9 quarters.
Pin Oak Investment Advisors's Guggenheim Strategic Opportunities Fund position peaked at $48K in Q2 2025.
213 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.