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 169 institutions that hold shares in the stock, with a total of 24.1 Million shares, which have been reported (via 13F filing form) to have a value of $362 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
33,106
shares
|
$502,880
0.07% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
32,275
shares
|
$490,257
0.03% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
31,828
shares
|
$483,467
0.02% of portfolio
|
Q2 2024
Added 149.63%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
31,504
shares
|
$478,545
0.06% of portfolio
|
Q1 2024
Reduced 6.92%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
31,209
shares
|
$474,064
0.26% of portfolio
|
Q4 2024
Added 15.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
30,370
shares
|
$461,320
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
27,210
shares
|
$413,319
0.02% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
26,500
shares
|
$402,535
0.21% of portfolio
|
Q3 2024
Added 32.5%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
26,318
shares
|
$399,770
0.04% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
25,215
shares
|
$383,015
0.01% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
24,598
shares
|
$373,643
0.02% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
24,323
shares
|
$369,466
0.0% of portfolio
|
Q3 2024
Reduced 18.05%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
24,147
shares
|
$366,792
0.13% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
23,806
shares
|
$361,613
0.0% of portfolio
|
Q3 2024
Reduced 48.73%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
23,571
shares
|
$358,043
0.0% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
23,508
shares
|
$357,086
0.0% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
23,382
shares
|
$355,172
0.04% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
22,481
shares
|
$341,486
0.17% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
22,173
shares
|
$336,807
0.11% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
21,495
shares
|
$326,509
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
21,259
shares
|
$322,924
0.05% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
20,715
shares
|
$314,660
0.04% of portfolio
|
Q1 2024
Reduced 1.78%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
20,072
shares
|
$304,893
0.01% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
19,947
shares
|
$302,994
0.27% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
19,403
shares
|
$294,731
0.1% of portfolio
|
Q4 2024
Reduced 4.34%
|