Smartleaf Asset Management
GOF icon

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
2026
Q3 		– Hold
0
– – – 3607
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return
Verus Capital Partners
Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return
Beach Point Capital Management
Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return
Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Integrity Advisory Solutions
Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return
Harpswell Capital Advisors
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

Smartleaf Asset Management's GOF Position: Q3 2026 in Review

Smartleaf Asset Management held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q3 2026 at 0 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #3607.

Smartleaf Asset Management first reported a position in GOF in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.1K in Q4 2023. 113 funds tracked by Wall St. Rank hold GOF as of Q3 2026.

  • Smartleaf Asset Management held 0 shares of Guggenheim Strategic Opportunities Fund worth $6 as of Q3 2026.
  • Smartleaf Asset Management left its Guggenheim Strategic Opportunities Fund share count unchanged in Q3 2026.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #3607 holding.
  • Smartleaf Asset Management first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2023 and has held it in 8 quarters since.
  • Smartleaf Asset Management's Guggenheim Strategic Opportunities Fund position peaked at $3.1K in Q4 2023.
  • 113 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.