Sanctuary Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Sanctuary 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
2026 Q2	$213K	Sell	19,497 -1,474	-7%	-$16.5K	﹤0.01%	2588
2026 Q1	$231K	Sell	20,971 -21,142	-50%	-$255K	﹤0.01%	2268
2025 Q4	$542K	Buy	42,113 +283	+0.7%	+$3.71K	﹤0.01%	1676
2025 Q3	$627K	Buy	41,830 +130	+0.3%	+$1.94K	﹤0.01%	1566
2025 Q2	$621K	Buy	41,700 +3,787	+10%	+$55.2K	﹤0.01%	1495
2025 Q1	$590K	Buy	37,913 +60	+0.2%	+$932	﹤0.01%	1426
2024 Q4	$575K	Sell	37,853 -1,793	-5%	-$28.2K	﹤0.01%	1601
2024 Q3	$629K	Buy	39,646 +476	+1%	+$7.31K	﹤0.01%	1558
2024 Q2	$570K	Buy	+39,170	New	+$571K	﹤0.01%	1559

Other funds holding GOF

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 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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sanctuary Advisors's GOF Position: Q2 2026 in Review

Sanctuary Advisors reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 7% in Q2 2026, selling an estimated $16.5K and leaving 19,497 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

Sanctuary Advisors first reported a position in GOF in Q2 2024 and has held it in 9 quarters since. The position peaked at $629K in Q3 2024. 213 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Sanctuary Advisors held 19,497 shares of Guggenheim Strategic Opportunities Fund worth $213K as of Q2 2026.
Sanctuary Advisors sold 1,474 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $16.5K.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2588 holding.
Sanctuary Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Guggenheim Strategic Opportunities Fund position peaked at $629K in Q3 2024.
213 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.