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Roble Belko & Company’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Roble Belko & Company’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 		$5K Hold
498
– – ﹤0.01% 352
2026
Q1 		$5K Hold
498
– – ﹤0.01% 345
2025
Q4 		$6K Buy
+498
New +$6.52K ﹤0.01% 335

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 22.9% 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

Roble Belko & Company's GOF Position: Q2 2026 in Review

Roble Belko & Company held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q2 2026 at 498 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Roble Belko & Company first reported a position in GOF in Q4 2025 and has held it in 3 quarters since. The position peaked at $6K in Q4 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Roble Belko & Company held 498 shares of Guggenheim Strategic Opportunities Fund worth $5K as of Q2 2026.
  • Roble Belko & Company left its Guggenheim Strategic Opportunities Fund share count unchanged in Q2 2026.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #352 holding.
  • Roble Belko & Company first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • Roble Belko & Company's Guggenheim Strategic Opportunities Fund position peaked at $6K in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.