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 186 institutions that hold shares in the stock, with a total of 25 Million shares, which have been reported (via 13F filing form) to have a value of $359 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
71,920
shares
|
$1.04 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
69,122
shares
|
$998,812
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
68,886
shares
|
$995,402
0.01% of portfolio
|
Q4 2024
Added 189.36%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
66,737
shares
|
$964,349
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
65,791
shares
|
$950,679
0.02% of portfolio
|
Q3 2024
Added 36.13%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
64,930
shares
|
$938,238
0.02% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
60,115
shares
|
$868,661
0.0% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
57,033
shares
|
$824,126
0.01% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
56,167
shares
|
$811,613
0.16% of portfolio
|
Q1 2025
Added 144.13%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
51,799
shares
|
$748,495
0.24% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Parisi Gray Wealth Management
|
Apr 14, 2025 Q1 2025 |
50,975
shares
|
$736,588
0.26% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
50,000
shares
|
$722,500
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
49,966
shares
|
$722,008
0.01% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
49,939
shares
|
$721,618
0.07% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,797
shares
|
$676,216
0.03% of portfolio
|
Q2 2020
Reduced 3.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
46,294
shares
|
$668,948
0.03% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
45,376
shares
|
$655,683
0.02% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
45,099
shares
|
$651,680
0.03% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
44,875
shares
|
$648,443
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
43,550
shares
|
$629,297
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
43,246
shares
|
$624,904
0.0% of portfolio
|
Q4 2024
Added 83.96%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
41,515
shares
|
$599,891
0.01% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
41,140
shares
|
$594,473
0.01% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,853
shares
|
$546,975
0.0% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
35,711
shares
|
$516,023
0.04% of portfolio
|
Q1 2025
Reduced 0.3%
|