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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
Q2 		$3.59M Buy
328,435
+81,697
+33% +$912K 0.09% 107
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 $1.89T 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

Retirement Planning Group (Kansas)'s GOF Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 33% in Q2 2026, buying an estimated $912K and bringing the position to 328,435 shares worth $3.59M. The position accounts for 0.09% of the portfolio, ranked #107.

Retirement Planning Group (Kansas) first reported a position in GOF in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.1M in Q3 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Retirement Planning Group (Kansas) held 328,435 shares of Guggenheim Strategic Opportunities Fund worth $3.59M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 81,697 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $912K.
  • Guggenheim Strategic Opportunities Fund made up 0.09% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #107 holding.
  • Retirement Planning Group (Kansas) first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2022 and has held it in 16 quarters since.
  • Retirement Planning Group (Kansas)'s Guggenheim Strategic Opportunities Fund position peaked at $4.1M in Q3 2025.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.