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Triumph Capital Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Triumph Capital Management’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 		$92.1K Buy
8,435
+700
+9% +$7.82K 0.02% 509
2026
Q1 		$85.2K Sell
7,735
-550
-7% -$6.64K 0.02% 496
2025
Q4 		$107K Buy
+8,285
New +$108K 0.02% 427

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

Triumph Capital Management's GOF Position: Q2 2026 in Review

Triumph Capital Management increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 9% in Q2 2026, buying an estimated $7.82K and bringing the position to 8,435 shares worth $92.1K. The position accounts for 0.02% of the portfolio, ranked #509.

Triumph Capital Management first reported a position in GOF in Q4 2025 and has held it in 3 quarters since. The position peaked at $107K in Q4 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Triumph Capital Management held 8,435 shares of Guggenheim Strategic Opportunities Fund worth $92.1K as of Q2 2026.
  • Triumph Capital Management bought 700 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $7.82K.
  • Guggenheim Strategic Opportunities Fund made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #509 holding.
  • Triumph Capital Management first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Guggenheim Strategic Opportunities Fund position peaked at $107K in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.