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United Advisor Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

United Advisor Group’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 		$290K Buy
26,523
+4,108
+18% +$45.9K 0.03% 434
2026
Q1 		$247K Buy
22,415
+883
+4% +$10.7K 0.03% 442
2025
Q4 		$277K Buy
21,532
+8,980
+72% +$118K 0.03% 394
2025
Q3 		$188K Buy
+12,552
New +$188K 0.03% 445

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

United Advisor Group's GOF Position: Q2 2026 in Review

United Advisor Group increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 18% in Q2 2026, buying an estimated $45.9K and bringing the position to 26,523 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #434.

United Advisor Group first reported a position in GOF in Q3 2025 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • United Advisor Group held 26,523 shares of Guggenheim Strategic Opportunities Fund worth $290K as of Q2 2026.
  • United Advisor Group bought 4,108 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $45.9K.
  • Guggenheim Strategic Opportunities Fund made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #434 holding.
  • United Advisor Group first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.