Secure Asset Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Secure Asset Management’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	$6.9M	Buy	631,456 +8,013	+1%	+$89.5K	0.97%	23
2026 Q1	$6.87M	Buy	623,443 +77,904	+14%	+$940K	1.09%	18
2025 Q4	$7.03M	Buy	545,539 +73,039	+15%	+$956K	1.1%	19
2025 Q3	$7.12M	Buy	472,500 +38,845	+9%	+$581K	1.17%	17
2025 Q2	$6.46M	Sell	433,655 -10,006	-2%	-$146K	1.19%	18
2025 Q1	$6.91M	Buy	443,661 +96,690	+28%	+$1.5M	1.38%	15
2024 Q4	$5.29M	Buy	346,971 +12,983	+4%	+$204K	0.8%	25
2024 Q3	$5.26M	Buy	333,988 +1,284	+0.4%	+$19.7K	0.89%	17
2024 Q2	$4.96M	Buy	+332,704	New	+$4.85M	0.94%	18

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

Secure Asset Management's GOF Position: Q2 2026 in Review

Secure Asset Management increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 1.3% in Q2 2026, buying an estimated $89.5K and bringing the position to 631,456 shares worth $6.9M. The position accounts for 0.97% of the portfolio, ranked #23.

Secure Asset Management first reported a position in GOF in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.12M in Q3 2025. 213 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Secure Asset Management held 631,456 shares of Guggenheim Strategic Opportunities Fund worth $6.9M as of Q2 2026.
Secure Asset Management bought 8,013 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $89.5K.
Guggenheim Strategic Opportunities Fund made up 0.97% of Secure Asset Management's portfolio in Q2 2026, its #23 holding.
Secure Asset Management first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2024 and has held it in 9 quarters since.
Secure Asset Management's Guggenheim Strategic Opportunities Fund position peaked at $7.12M in Q3 2025.
213 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.