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

Realta 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
2025
Q4 		– Sell
-21,383
Closed -$320K – 358
2025
Q3 		$320K Buy
21,383
+1,000
+5% +$15K 0.11% 149
2025
Q2 		$304K Buy
20,383
+1,000
+5% +$14.6K 0.12% 143
2025
Q1 		$302K Buy
19,383
+3,000
+18% +$46.6K 0.14% 139
2024
Q4 		$252K Buy
+16,383
New +$257K 0.1% 167

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Realta Investment Advisors's GOF Position: Q4 2025 in Review

Realta Investment Advisors sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2025, closing a stake of 21,383 shares — an estimated $320K sold.

Realta Investment Advisors first reported a position in GOF in Q4 2024 and held it in 4 quarters. The position peaked at $320K in Q3 2025. 197 funds tracked by Wall St. Rank hold GOF as of Q4 2025.

  • Realta Investment Advisors reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 21,383 Guggenheim Strategic Opportunities Fund shares in Q4 2025, an estimated $320K.
  • Realta Investment Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and held it in 4 quarters.
  • Realta Investment Advisors's Guggenheim Strategic Opportunities Fund position peaked at $320K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2025.

Based on Realta Investment Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.