Sunbelt Securities’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Sunbelt Securities’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	$111K	Buy	10,068 +4,509	+81%	+$54.4K	0.01%	804
2025 Q4	$71.6K	Sell	5,559 -5,963	-52%	-$78.1K	﹤0.01%	904
2025 Q3	$173K	Buy	11,522 +3,671	+47%	+$54.9K	0.01%	691
2025 Q2	$120K	Buy	7,851 +301	+4%	+$4.39K	0.01%	728
2025 Q1	$118K	Sell	7,550 -301	-4%	-$4.68K	0.01%	700
2024 Q4	$119K	Buy	7,851 +93	+1%	+$1.46K	0.01%	725
2024 Q3	$122K	Sell	7,758 -408	-5%	-$6.27K	0.01%	714
2024 Q2	$122K	Buy	8,166 +140	+2%	+$2.04K	0.01%	694
2024 Q1	$115K	Sell	8,026 -3,856	-32%	-$53.5K	0.01%	679
2023 Q4	$152K	Sell	11,882 -3,161	-21%	-$41.2K	0.02%	566
2023 Q3	$222K	Sell	15,043 -237	-2%	-$3.75K	0.03%	457
2023 Q2	$243K	Buy	15,280 +1,430	+10%	+$22.8K	0.03%	425
2023 Q1	$223K	Buy	+13,850	New	+$229K	0.04%	410

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

Sunbelt Securities's GOF Position: Q1 2026 in Review

Sunbelt Securities increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 81% in Q1 2026, buying an estimated $54.4K and bringing the position to 10,068 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #804.

Sunbelt Securities first reported a position in GOF in Q1 2023 and has held it in 13 quarters since. The position peaked at $243K in Q2 2023. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

Sunbelt Securities held 10,068 shares of Guggenheim Strategic Opportunities Fund worth $111K as of Q1 2026.
Sunbelt Securities bought 4,509 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $54.4K.
Guggenheim Strategic Opportunities Fund made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #804 holding.
Sunbelt Securities first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Guggenheim Strategic Opportunities Fund position peaked at $243K in Q2 2023.
200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.