GOF GUGGENHEIM STRATEGIC OPPORTU

Ownership history in David J Yvars Group  ·  18 quarters on record

AI Ownership Summary

David J Yvars Group reported GUGGENHEIM STRATEGIC OPPORTU (GOF) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.59% in 2023 Q4. The latest visible filing shows GOF at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GOF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was David J Yvars Group's position in GUGGENHEIM STRATEGIC OPPORTU, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GOF was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How David J Yvars Group held GOF — position size vs. price
% of Fund (quarterly)    GOF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 21,467 -226 -1.0% 0.13% $233K 2026-04-08 $11.22
2025 Q4 REDUCED 21,693 -973 -4.3% 0.15% $279K 2026-01-12 $12.41
2025 Q3 ADDED 22,666 +203 +0.9% 0.18% $339K 2025-10-27 $12.56
2025 Q2 ADDED 22,463 +200 +0.9% 0.20% $334K 2025-07-09 $13.26
2025 Q1 REDUCED 22,263 -27,517 -55.3% 0.27% $346K 2025-04-17 $12.37
2024 Q4 REDUCED 49,780 -6,361 -11.3% 0.46% $757K 2025-01-14 $12.54
2024 Q3 REDUCED 56,141 -79 -0.1% 0.54% $879K 2024-10-31 $12.60
2024 Q2 REDUCED 56,220 -1,269 -2.2% 0.52% $836K 2024-07-23 $11.89
2024 Q1 ADDED 57,489 +118 +0.2% 0.55% $819K 2024-04-11 $10.63
2023 Q4 ADDED 57,371 +185 +0.3% 0.59% $734K 2024-01-10 $9.73
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About David J Yvars Group and GOF

These are the practical questions this page is built to answer before you even open the full history table.

How long has David J Yvars Group reported owning GOF?

David J Yvars Group reported GOF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GOF position in David J Yvars Group's portfolio?

The largest reported portfolio weight for GOF was 0.59% in 2023 Q4.

What is the latest reported GOF position on this page?

The most recent filing on this page is 2026 Q1, when David J Yvars Group reported 21,467 shares, equal to 0.13% of portfolio, with an estimated market value of $233K.

What does the chart on this GOF ownership page compare?

The chart compares David J Yvars Group's quarterly GOF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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