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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
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 $1.66T 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

United Advisor Group's GOF Position: Q1 2026 in Review

United Advisor Group increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 4.1% in Q1 2026, buying an estimated $10.7K and bringing the position to 22,415 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #442.

United Advisor Group first reported a position in GOF in Q3 2025 and has held it in 3 quarters since. The position peaked at $277K in Q4 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • United Advisor Group held 22,415 shares of Guggenheim Strategic Opportunities Fund worth $247K as of Q1 2026.
  • United Advisor Group bought 883 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $10.7K.
  • Guggenheim Strategic Opportunities Fund made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #442 holding.
  • United Advisor Group first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2025 and has held it in 3 quarters since.
  • United Advisor Group's Guggenheim Strategic Opportunities Fund position peaked at $277K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.