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Wedbush Securities’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Wedbush Securities’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 		$2.04M Sell
185,392
-6,215
-3% -$75K 0.06% 260
2025
Q4 		$2.47M Buy
191,607
+12,646
+7% +$166K 0.07% 214
2025
Q3 		$2.68M Buy
178,961
+2,036
+1% +$30.4K 0.09% 161
2025
Q2 		$2.63M Sell
176,925
-4,269
-2% -$62.3K 0.09% 164
2025
Q1 		$2.82M Buy
181,194
+1,499
+0.8% +$23.3K 0.1% 142
2024
Q4 		$2.74M Sell
179,695
-3,655
-2% -$57.4K 0.1% 151
2024
Q3 		$2.89M Buy
183,350
+16,612
+10% +$255K 0.11% 141
2024
Q2 		$2.49M Buy
166,738
+12,018
+8% +$175K 0.09% 163
2024
Q1 		$2.22M Buy
154,720
+6,062
+4% +$84.2K 0.08% 179
2023
Q4 		$1.9M Buy
148,658
+34,460
+30% +$449K 0.08% 172
2023
Q3 		$1.69M Buy
114,198
+17,643
+18% +$279K 0.08% 177
2023
Q2 		$1.53M Buy
96,555
+11,960
+14% +$191K 0.07% 214
2023
Q1 		$1.37M Buy
84,595
+25,389
+43% +$419K 0.07% 229
2022
Q4 		$901K Buy
59,206
+16,985
+40% +$268K 0.05% 331
2022
Q3 		$649K Buy
42,221
+9,575
+29% +$159K 0.04% 422
2022
Q2 		$525K Buy
32,646
+6,838
+26% +$121K 0.03% 513
2022
Q1 		$491K Sell
25,808
-18,714
-42% -$351K 0.02% 591
2021
Q4 		$816K Buy
44,522
+31,072
+231% +$595K 0.04% 439
2021
Q3 		$258K Buy
+13,450
New +$286K 0.01% 940

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

Wedbush Securities's GOF Position: Q1 2026 in Review

Wedbush Securities reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 3.2% in Q1 2026, selling an estimated $75K and leaving 185,392 shares worth $2.04M. The position accounts for 0.06% of the portfolio, ranked #260.

Wedbush Securities first reported a position in GOF in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.89M in Q3 2024. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Wedbush Securities held 185,392 shares of Guggenheim Strategic Opportunities Fund worth $2.04M as of Q1 2026.
  • Wedbush Securities sold 6,215 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $75K.
  • Guggenheim Strategic Opportunities Fund made up 0.06% of Wedbush Securities's portfolio in Q1 2026, its #260 holding.
  • Wedbush Securities first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2021 and has held it in 19 quarters since.
  • Wedbush Securities's Guggenheim Strategic Opportunities Fund position peaked at $2.89M in Q3 2024.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.