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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Triumph Capital Management's GOF Position: Q1 2026 in Review

Triumph Capital Management reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 6.6% in Q1 2026, selling an estimated $6.64K and leaving 7,735 shares worth $85.2K. The position accounts for 0.02% of the portfolio, ranked #496.

Triumph Capital Management first reported a position in GOF in Q4 2025 and has held it in 2 quarters since. The position peaked at $107K in Q4 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Triumph Capital Management held 7,735 shares of Guggenheim Strategic Opportunities Fund worth $85.2K as of Q1 2026.
  • Triumph Capital Management sold 550 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $6.64K.
  • Guggenheim Strategic Opportunities Fund made up 0.02% of Triumph Capital Management's portfolio in Q1 2026, its #496 holding.
  • Triumph Capital Management first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2025 and has held it in 2 quarters since.
  • Triumph Capital Management's Guggenheim Strategic Opportunities Fund position peaked at $107K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.