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Walkner Condon Financial Advisors’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Walkner Condon Financial Advisors’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 		$203K Buy
+18,545
New +$207K 0.02% 337
2025
Q1 		– Sell
-47,200
Closed -$720K – 284
2024
Q4 		$720K Buy
+47,200
New +$741K 0.15% 116

Other funds holding GOF

SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Walkner Condon Financial Advisors's GOF Position: Q2 2026 in Review

Walkner Condon Financial Advisors opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026: 18,545 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #337 among its holdings. This is a return to the name: Walkner Condon Financial Advisors previously reported a position in GOF as recently as Q4 2024.

Walkner Condon Financial Advisors first reported a position in GOF in Q4 2024 and has held it in 2 quarters since. The position peaked at $720K in Q4 2024. 83 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Walkner Condon Financial Advisors held 18,545 shares of Guggenheim Strategic Opportunities Fund worth $203K as of Q2 2026.
  • Guggenheim Strategic Opportunities Fund was a new Walkner Condon Financial Advisors position in Q2 2026.
  • Guggenheim Strategic Opportunities Fund made up 0.02% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #337 holding.
  • Walkner Condon Financial Advisors first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and has held it in 2 quarters since.
  • Walkner Condon Financial Advisors's Guggenheim Strategic Opportunities Fund position peaked at $720K in Q4 2024.
  • 83 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.