Institutional Ownership Guggenheim Strategic Opportunities Fund (GOF)
This table provides information about the institutional ownership of Guggenheim Strategic Opportunities Fund (GOF). We have compiled data on the 189 institutions that hold shares in the stock, with a total of 28.3 Million shares, which have been reported (via 13F filing form) to have a value of $423 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Apr 22, 2025 Q1 2025 |
213,929
shares
|
$3.2 Million
2.73% of portfolio
|
Q1 2025
Added 23.33%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
213,305
shares
|
$3.19 Million
2.72% of portfolio
|
Q1 2025
Reduced 42.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
201,926
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2024
Added 39.63%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
196,262
shares
|
$2.93 Million
0.31% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
186,214
shares
|
$2.78 Million
0.04% of portfolio
|
Q1 2025
Added 15.2%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
181,194
shares
|
$2.71 Million
0.1% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
179,925
shares
|
$2.69 Million
0.01% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
132,765
shares
|
$1.98 Million
0.05% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
131,965
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Added 51.34%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
130,771
shares
|
$1.96 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
121,511
shares
|
$1.82 Million
0.02% of portfolio
|
Q1 2025
Added 20.8%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
117,867
shares
|
$1.76 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
114,257
shares
|
$1.71 Million
0.45% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
105,200
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
98,830
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
97,287
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
96,114
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
94,352
shares
|
$1.41 Million
0.24% of portfolio
|
Q1 2025
Added 18.47%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
92,057
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 48.19%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
91,269
shares
|
$1.36 Million
0.17% of portfolio
|
Q1 2025
Reduced 15.31%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
88,130
shares
|
$1.32 Million
0.09% of portfolio
|
Q1 2025
Added 81.72%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
78,542
shares
|
$1.17 Million
0.1% of portfolio
|
Q1 2025
Added 57.28%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
77,521
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
76,872
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
76,545
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.06%
|