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Prospera Financial Services’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Prospera Financial Services’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 		$152K Buy
13,938
+3,330
+31% +$37.2K ﹤0.01% 1419
2026
Q1 		$117K Buy
+10,608
New +$128K ﹤0.01% 1382
2022
Q2 		– Sell
-3,114
Closed -$59K – 2011
2022
Q1 		$59K Buy
+3,114
New +$58.4K ﹤0.01% 1295

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

Prospera Financial Services's GOF Position: Q2 2026 in Review

Prospera Financial Services increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 31% in Q2 2026, buying an estimated $37.2K and bringing the position to 13,938 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Prospera Financial Services first reported a position in GOF in Q1 2022 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Prospera Financial Services held 13,938 shares of Guggenheim Strategic Opportunities Fund worth $152K as of Q2 2026.
  • Prospera Financial Services bought 3,330 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $37.2K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1419 holding.
  • Prospera Financial Services first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2022 and has held it in 3 quarters since.
  • 213 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.