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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
41,140
shares
|
$615,043
0.01% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,853
shares
|
$565,902
0.0% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
35,711
shares
|
$533,879
0.04% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
35,090
shares
|
$524,595
0.14% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Apr 24, 2025 Q1 2025 |
35,064
shares
|
$524,206
0.52% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
33,166
shares
|
$495,831
0.05% of portfolio
|
Q1 2025
Added 42.15%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
31,504
shares
|
$470,984
0.07% of portfolio
|
Q1 2024
Reduced 6.92%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
31,500
shares
|
$470,925
0.23% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
31,096
shares
|
$464,885
0.15% of portfolio
|
Q1 2025
Added 28.78%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
31,000
shares
|
$463,450
0.34% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
30,483
shares
|
$455,720
0.0% of portfolio
|
Q1 2025
Added 22.67%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
29,654
shares
|
$443,327
0.0% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
29,413
shares
|
$439,724
0.02% of portfolio
|
Q1 2025
Reduced 44.73%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
27,654
shares
|
$413,427
0.0% of portfolio
|
Q1 2025
Reduced 38.03%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
27,591
shares
|
$412,485
0.02% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
25,649
shares
|
$383,452
0.01% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
24,839
shares
|
$371,343
0.03% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
24,704
shares
|
$369,324
0.02% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
23,239
shares
|
$347,423
0.0% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
22,523
shares
|
$336,718
0.03% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
22,463
shares
|
$335,821
0.19% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
22,217
shares
|
$332,144
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
21,826
shares
|
$326,298
0.24% of portfolio
|
Q1 2025
Reduced 20.5%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
21,615
shares
|
$323,144
0.1% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
21,259
shares
|
$317,822
0.05% of portfolio
|
Q3 2024
Reduced 3.06%
|