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 Q3	$325K	Buy	38,211 +11,688	+44%	+$116K	0.03%	430
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 New York $1.96T AUM 27.49% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Kera Capital Partners San Jose, California $1.21B AUM 36.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return

United Advisor Group's GOF Position: Q3 2026 in Review

United Advisor Group increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 44% in Q3 2026, buying an estimated $116K and bringing the position to 38,211 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #430.

United Advisor Group first reported a position in GOF in Q3 2025 and has held it in 5 quarters since. 167 funds tracked by Wall St. Rank hold GOF as of Q3 2026.

United Advisor Group held 38,211 shares of Guggenheim Strategic Opportunities Fund worth $325K as of Q3 2026.
United Advisor Group bought 11,688 Guggenheim Strategic Opportunities Fund shares in Q3 2026, an estimated $116K.
Guggenheim Strategic Opportunities Fund made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #430 holding.
United Advisor Group first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2025 and has held it in 5 quarters since.
167 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.