Stratos Wealth Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Stratos Wealth Partners’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 Q1	$177K	Sell	16,088 -6,423	-29%	-$77.5K	﹤0.01%	1551
2025 Q4	$290K	Sell	22,511 -16,788	-43%	-$220K	﹤0.01%	1306
2025 Q3	$589K	Sell	39,299 -3,032	-7%	-$45.3K	0.01%	952
2025 Q2	$630K	Buy	42,331 +1,191	+3%	+$17.4K	0.01%	844
2025 Q1	$641K	Sell	41,140 -7,110	-15%	-$110K	0.01%	803
2024 Q4	$736K	Buy	48,250 +16,106	+50%	+$253K	0.01%	795
2024 Q3	$507K	Buy	+32,144	New	+$494K	0.01%	939
2022 Q3	–	Sell	-29,556	Closed	-$476K	–	1168
2022 Q2	$476K	Buy	29,556 +32	+0.1%	+$567	0.01%	746
2022 Q1	$561K	Sell	29,524 -334	-1%	-$6.26K	0.01%	770
2021 Q4	$547K	Buy	+29,858	New	+$571K	0.01%	769
2018 Q4	–	Sell	-935	Closed	-$20K	–	1495
2018 Q3	$20K	Buy	+935	New	+$20.3K	﹤0.01%	1873
2018 Q2	–	Sell	-912	Closed	-$19K	–	1621
2018 Q1	$19K	Buy	912 +11	+1%	+$227	﹤0.01%	2028
2017 Q4	$19K	Buy	+901	New	+$19.3K	﹤0.01%	1925

Other funds holding GOF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stratos Wealth Partners's GOF Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 29% in Q1 2026, selling an estimated $77.5K and leaving 16,088 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Stratos Wealth Partners first reported a position in GOF in Q4 2017 and has held it in 13 quarters since. The position peaked at $736K in Q4 2024. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

Stratos Wealth Partners held 16,088 shares of Guggenheim Strategic Opportunities Fund worth $177K as of Q1 2026.
Stratos Wealth Partners sold 6,423 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $77.5K.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1551 holding.
Stratos Wealth Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2017 and has held it in 13 quarters since.
Stratos Wealth Partners's Guggenheim Strategic Opportunities Fund position peaked at $736K in Q4 2024.
200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.