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Steward Partners Investment Advisory’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Steward Partners Investment Advisory’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 		$1.3M Buy
118,698
+7,857
+7% +$87.7K 0.01% 1134
2026
Q1 		$1.22M Sell
110,841
-6,902
-6% -$83.3K 0.01% 1051
2025
Q4 		$1.52M Sell
117,743
-15,853
-12% -$208K 0.01% 892
2025
Q3 		$2M Buy
133,596
+3,655
+3% +$54.7K 0.01% 775
2025
Q2 		$1.93M Buy
129,941
+8,430
+7% +$123K 0.02% 735
2025
Q1 		$1.89M Buy
121,511
+20,922
+21% +$325K 0.02% 670
2024
Q4 		$1.53M Buy
100,589
+17,867
+22% +$281K 0.01% 720
2024
Q3 		$1.3M Buy
82,722
+2,658
+3% +$40.8K 0.01% 763
2024
Q2 		$1.19M Buy
80,064
+3,491
+5% +$50.9K 0.01% 757
2024
Q1 		$1.1M Sell
76,573
-290
-0.4% -$4.03K 0.01% 756
2023
Q4 		$984K Buy
76,863
+3,552
+5% +$46.3K 0.01% 732
2023
Q3 		$1.08M Buy
73,311
+15,098
+26% +$239K 0.02% 646
2023
Q2 		$926K Buy
58,213
+14,510
+33% +$232K 0.01% 711
2023
Q1 		$707K Sell
43,703
-1,625
-4% -$26.8K 0.01% 794
2022
Q4 		$690K Sell
45,328
-2,282
-5% -$36K 0.01% 789
2022
Q3 		$731K Sell
47,610
-5,889
-11% -$98K 0.01% 737
2022
Q2 		$861K Sell
53,499
-1,204
-2% -$21.3K 0.02% 679
2022
Q1 		$1.04M Buy
54,703
+3,716
+7% +$69.7K 0.02% 673
2021
Q4 		$934K Buy
50,987
+43,284
+562% +$828K 0.01% 721
2021
Q3 		$148K Buy
7,703
+673
+10% +$14.3K ﹤0.01% 1398
2021
Q2 		$152K Sell
7,030
-33,023
-82% -$693K ﹤0.01% 1772
2021
Q1 		$841K Buy
40,053
+32,896
+460% +$677K 0.01% 706
2020
Q4 		$139K Sell
7,157
-3,400
-32% -$62.7K ﹤0.01% 1223
2020
Q3 		$186K Buy
10,557
+3,950
+60% +$69.7K ﹤0.01% 972
2020
Q2 		$112K Buy
6,607
+3,371
+104% +$53.6K ﹤0.01% 1106
2020
Q1 		$49K Buy
3,236
+736
+29% +$12.9K ﹤0.01% 1269
2019
Q4 		$45K Hold
2,500
– – ﹤0.01% 1446
2019
Q3 		$48K Hold
2,500
– – ﹤0.01% 1369
2019
Q2 		$51K Buy
+2,500
New +$50.3K ﹤0.01% 1327
2018
Q3 		– Sell
-152
Closed -$3K – 2628
2018
Q2 		$3K Hold
152
– – ﹤0.01% 2116
2018
Q1 		$3K Hold
152
– – ﹤0.01% 1912
2017
Q4 		$3K Hold
152
– – ﹤0.01% 1626
2017
Q3 		$3K Hold
152
– – ﹤0.01% 1400
2017
Q2 		$3K Hold
152
– – ﹤0.01% 1335
2017
Q1 		$3K Hold
152
– – ﹤0.01% 1231
2016
Q4 		$2K Buy
+152
New +$2.94K ﹤0.01% 756

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 22.96% 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

Steward Partners Investment Advisory's GOF Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 7.1% in Q2 2026, buying an estimated $87.7K and bringing the position to 118,698 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #1134.

Steward Partners Investment Advisory first reported a position in GOF in Q4 2016 and has held it in 36 quarters since. The position peaked at $2M in Q3 2025. 213 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Steward Partners Investment Advisory held 118,698 shares of Guggenheim Strategic Opportunities Fund worth $1.3M as of Q2 2026.
  • Steward Partners Investment Advisory bought 7,857 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $87.7K.
  • Guggenheim Strategic Opportunities Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1134 holding.
  • Steward Partners Investment Advisory first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2016 and has held it in 36 quarters since.
  • Steward Partners Investment Advisory's Guggenheim Strategic Opportunities Fund position peaked at $2M in Q3 2025.
  • 213 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.