Tower Research Capital (TRC)’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Tower Research Capital (TRC)’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	$819	Buy	+75	New	+$837	﹤0.01%	4938
2025 Q1	–	Sell	-52	Closed	-$794	–	5429
2024 Q4	$794	Buy	+52	New	+$817	﹤0.01%	5166
2024 Q3	–	Sell	-63	Closed	-$939	–	5820
2024 Q2	$939	Buy	+63	New	+$918	﹤0.01%	5239
2023 Q2	–	Sell	-82	Closed	-$1K	–	6165
2023 Q1	$1K	Buy	+82	New	+$1.35K	﹤0.01%	5547
2022 Q2	–	Sell	-69	Closed	-$1K	–	6231
2022 Q1	$1K	Buy	+69	New	+$1.29K	﹤0.01%	5791
2021 Q2	–	Sell	-700	Closed	-$15K	–	5610
2021 Q1	$15K	Buy	+700	New	+$14.4K	﹤0.01%	4106
2016 Q2	–	Sell	-204	Closed	-$3K	–	4627
2016 Q1	$3K	Buy	+204	New	+$3.29K	﹤0.01%	3095
2015 Q3	–	Sell	-2,959	Closed	-$59K	–	4294
2015 Q2	$59K	Buy	+2,959	New	+$62.6K	0.01%	1237
2014 Q3	–	Sell	-243	Closed	-$5K	–	4573
2014 Q2	$5K	Buy	+243	New	+$5.25K	﹤0.01%	2850
2014 Q1	–	Sell	-2,172	Closed	-$46K	–	4625
2013 Q4	$46K	Buy	2,172 +1,816	+510%	+$39.6K	0.01%	1455
2013 Q3	$8K	Buy	+356	New	+$7.77K	﹤0.01%	3350

Other funds holding GOF

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 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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Tower Research Capital (TRC)'s GOF Position: Q2 2026 in Review

Tower Research Capital (TRC) opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026: 75 shares worth $819. The stake represents ﹤0.01% of the portfolio and ranks #4938 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in GOF as recently as Q4 2024.

Tower Research Capital (TRC) first reported a position in GOF in Q3 2013 and has held it in 11 quarters since. The position peaked at $59K in Q2 2015. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Tower Research Capital (TRC) held 75 shares of Guggenheim Strategic Opportunities Fund worth $819 as of Q2 2026.
Guggenheim Strategic Opportunities Fund was a new Tower Research Capital (TRC) position in Q2 2026.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #4938 holding.
Tower Research Capital (TRC) first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2013 and has held it in 11 quarters since.
Tower Research Capital (TRC)'s Guggenheim Strategic Opportunities Fund position peaked at $59K in Q2 2015.
212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.