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

Strategic Financial Concepts’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 		$545K Sell
49,936
-228
-0.5% -$2.54K 0.16% 126
2026
Q1 		$553K Buy
+50,164
New +$605K 0.14% 150
2025
Q4 		– Sell
-55,676
Closed -$834K – 185
2025
Q3 		$834K Buy
55,676
+3,319
+6% +$49.6K 0.12% 94
2025
Q2 		$780K Sell
52,357
-3,810
-7% -$55.6K 0.11% 106
2025
Q1 		$875K Buy
56,167
+33,160
+144% +$515K 0.16% 133
2024
Q4 		$351K Buy
23,007
+3,036
+15% +$47.7K 0.07% 215
2024
Q3 		$315K Sell
19,971
-306,089
-94% -$4.7M 0.1% 168
2024
Q2 		$50.5K Buy
326,060
+300,306
+1,166% +$4.38M 0.03% 242
2024
Q1 		$369K Buy
+25,754
New +$358K 0.09% 197
2023
Q4 		– Sell
-29,576
Closed -$437K – 189
2023
Q3 		$437K Buy
29,576
+2,968
+11% +$46.9K 0.15% 146
2023
Q2 		$423K Sell
26,608
-459
-2% -$7.33K 0.16% 141
2023
Q1 		$438K Buy
+27,067
New +$447K 0.18% 124

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

Strategic Financial Concepts's GOF Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 0.45% in Q2 2026, selling an estimated $2.54K and leaving 49,936 shares worth $545K. The position accounts for 0.16% of the portfolio, ranked #126.

Strategic Financial Concepts first reported a position in GOF in Q1 2023 and has held it in 12 quarters since. The position peaked at $875K in Q1 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Strategic Financial Concepts held 49,936 shares of Guggenheim Strategic Opportunities Fund worth $545K as of Q2 2026.
  • Strategic Financial Concepts sold 228 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $2.54K.
  • Guggenheim Strategic Opportunities Fund made up 0.16% of Strategic Financial Concepts's portfolio in Q2 2026, its #126 holding.
  • Strategic Financial Concepts first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2023 and has held it in 12 quarters since.
  • Strategic Financial Concepts's Guggenheim Strategic Opportunities Fund position peaked at $875K in Q1 2025.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.