Raymond James Financial
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Raymond James Financial’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Raymond James Financial’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 		$8.59M Buy
779,292
+48,219
+7% +$582K ﹤0.01% 2146
2025
Q4 		$9.42M Buy
731,073
+24,100
+3% +$316K ﹤0.01% 2013
2025
Q3 		$10.6M Sell
706,973
-251,398
-26% -$3.76M ﹤0.01% 1876
2025
Q2 		$14.3M Sell
958,371
-206,226
-18% -$3.01M ﹤0.01% 1611
2025
Q1 		$18.1M Buy
1,164,597
+527,632
+83% +$8.2M 0.01% 1382
2024
Q4 		$9.72M Buy
+636,965
New +$10M ﹤0.01% 1866

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

Raymond James Financial's GOF Position: Q1 2026 in Review

Raymond James Financial increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 6.6% in Q1 2026, buying an estimated $582K and bringing the position to 779,292 shares worth $8.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

Raymond James Financial first reported a position in GOF in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.1M in Q1 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Raymond James Financial held 779,292 shares of Guggenheim Strategic Opportunities Fund worth $8.59M as of Q1 2026.
  • Raymond James Financial bought 48,219 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $582K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2146 holding.
  • Raymond James Financial first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Guggenheim Strategic Opportunities Fund position peaked at $18.1M in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.