Stifel Financial
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Stifel Financial’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Stifel Financial’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 		$220K Buy
20,169
+158
+0.8% +$1.76K ﹤0.01% 3464
2026
Q1 		$221K Sell
20,011
-6,787
-25% -$81.9K ﹤0.01% 3366
2025
Q4 		$345K Sell
26,798
-3,465
-11% -$45.4K ﹤0.01% 3067
2025
Q3 		$453K Sell
30,263
-17,076
-36% -$255K ﹤0.01% 2877
2025
Q2 		$705K Buy
47,339
+2,934
+7% +$42.8K ﹤0.01% 2557
2025
Q1 		$691K Buy
44,405
+1,159
+3% +$18K ﹤0.01% 2467
2024
Q4 		$660K Buy
43,246
+19,738
+84% +$310K ﹤0.01% 2515
2024
Q3 		$370K Buy
23,508
+275
+1% +$4.23K ﹤0.01% 2849
2024
Q2 		$346K Buy
23,233
+10,418
+81% +$152K ﹤0.01% 2840
2024
Q1 		$184K Buy
12,815
+376
+3% +$5.22K ﹤0.01% 3110
2023
Q4 		$159K Buy
+12,439
New +$162K ﹤0.01% 3100
2019
Q4 		– Sell
-18,059
Closed -$351K – 3042
2019
Q3 		$351K Sell
18,059
-133
-0.7% -$2.67K ﹤0.01% 2364
2019
Q2 		$370K Buy
+18,192
New +$366K ﹤0.01% 2369

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

Stifel Financial's GOF Position: Q2 2026 in Review

Stifel Financial increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 0.79% in Q2 2026, buying an estimated $1.76K and bringing the position to 20,169 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #3464.

Stifel Financial first reported a position in GOF in Q2 2019 and has held it in 13 quarters since. The position peaked at $705K in Q2 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Stifel Financial held 20,169 shares of Guggenheim Strategic Opportunities Fund worth $220K as of Q2 2026.
  • Stifel Financial bought 158 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $1.76K.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3464 holding.
  • Stifel Financial first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2019 and has held it in 13 quarters since.
  • Stifel Financial's Guggenheim Strategic Opportunities Fund position peaked at $705K in Q2 2025.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.