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

Smartleaf 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
2025
Q4 		– Sell
-6
Closed -$101 – 3516
2025
Q3 		$101 Hold
6
– – ﹤0.01% 2971
2025
Q2 		$100 Hold
6
– – ﹤0.01% 2691
2025
Q1 		$105 Hold
6
– – ﹤0.01% 2842
2024
Q4 		$102 Hold
6
– – ﹤0.01% 2898
2024
Q3 		$105 Hold
6
– – ﹤0.01% 2895
2024
Q2 		$100 Hold
6
– – ﹤0.01% 2722
2024
Q1 		$96 Sell
6
-230
-97% -$3.19K ﹤0.01% 1839
2023
Q4 		$3.1K Buy
+236
New +$3.08K ﹤0.01% 915

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Smartleaf Asset Management's GOF Position: Q4 2025 in Review

Smartleaf Asset Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2025, closing a stake of 6 shares — an estimated $101 sold.

Smartleaf Asset Management first reported a position in GOF in Q4 2023 and held it in 8 quarters. The position peaked at $3.1K in Q4 2023. 196 funds tracked by Wall St. Rank hold GOF as of Q4 2025.

  • Smartleaf Asset Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 6 Guggenheim Strategic Opportunities Fund shares in Q4 2025, an estimated $101.
  • Smartleaf Asset Management first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2023 and held it in 8 quarters.
  • Smartleaf Asset Management's Guggenheim Strategic Opportunities Fund position peaked at $3.1K in Q4 2023.
  • 196 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2025.

Based on Smartleaf Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.