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Retirement Planning Group (Kansas)’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Retirement Planning Group (Kansas)’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 		$2.72M Sell
246,738
-40,817
-14% -$493K 0.08% 106
2025
Q4 		$3.7M Buy
287,555
+13,654
+5% +$179K 0.12% 75
2025
Q3 		$4.1M Buy
273,901
+158,481
+137% +$2.37M 0.14% 66
2025
Q2 		$1.72M Buy
115,420
+27,290
+31% +$398K 0.07% 100
2025
Q1 		$1.37M Buy
88,130
+39,631
+82% +$616K 0.06% 105
2024
Q4 		$740K Buy
48,499
+16,224
+50% +$255K 0.04% 158
2024
Q3 		$509K Buy
32,275
+630
+2% +$9.68K 0.03% 178
2024
Q2 		$472K Buy
31,645
+7,384
+30% +$108K 0.03% 158
2024
Q1 		$347K Buy
24,261
+3,641
+18% +$50.5K 0.03% 161
2023
Q4 		$264K Buy
20,620
+980
+5% +$12.8K 0.02% 153
2023
Q3 		$290K Sell
19,640
-617
-3% -$9.75K 0.03% 124
2023
Q2 		$322K Buy
20,257
+3,180
+19% +$50.8K 0.03% 122
2023
Q1 		$276K Sell
17,077
-14
-0.1% -$231 0.03% 120
2022
Q4 		$260K Buy
17,091
+5,752
+51% +$90.6K 0.03% 119
2022
Q3 		$174K Buy
+11,339
New +$189K 0.02% 124

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

Retirement Planning Group (Kansas)'s GOF Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 14% in Q1 2026, selling an estimated $493K and leaving 246,738 shares worth $2.72M. The position accounts for 0.08% of the portfolio, ranked #106.

Retirement Planning Group (Kansas) first reported a position in GOF in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.1M in Q3 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Retirement Planning Group (Kansas) held 246,738 shares of Guggenheim Strategic Opportunities Fund worth $2.72M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 40,817 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $493K.
  • Guggenheim Strategic Opportunities Fund made up 0.08% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #106 holding.
  • Retirement Planning Group (Kansas) first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2022 and has held it in 15 quarters since.
  • Retirement Planning Group (Kansas)'s Guggenheim Strategic Opportunities Fund position peaked at $4.1M in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.