PFO
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PMG Family Office’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

PMG Family Office’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 		$1.23M Buy
112,594
+23,656
+27% +$264K 1.13% 34
2026
Q1 		$980K Buy
88,938
+25,390
+40% +$306K 1.09% 37
2025
Q4 		$818K Buy
63,548
+7,252
+13% +$94.9K 0.95% 42
2025
Q3 		$843K Buy
+56,296
New +$842K 0.94% 42

Other funds holding GOF

Morgan Stanley
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
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PMG Family Office's GOF Position: Q2 2026 in Review

PMG Family Office increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 27% in Q2 2026, buying an estimated $264K and bringing the position to 112,594 shares worth $1.23M. The position accounts for 1.13% of the portfolio, ranked #34.

PMG Family Office first reported a position in GOF in Q3 2025 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • PMG Family Office held 112,594 shares of Guggenheim Strategic Opportunities Fund worth $1.23M as of Q2 2026.
  • PMG Family Office bought 23,656 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $264K.
  • Guggenheim Strategic Opportunities Fund made up 1.13% of PMG Family Office's portfolio in Q2 2026, its #34 holding.
  • PMG Family Office first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.