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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
20,975
shares
|
$313,576
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Cs Group, LLC
|
Apr 09, 2025 Q1 2025 |
20,624
shares
|
$308,328
0.32% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
20,195
shares
|
$301,915
0.01% of portfolio
|
Q1 2025
Added 45.85%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
19,855
shares
|
$296,832
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
19,530
shares
|
$291,973
0.04% of portfolio
|
Q1 2025
Reduced 41.01%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
19,403
shares
|
$290,074
0.1% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
19,395
shares
|
$289,955
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
19,383
shares
|
$289,775
0.14% of portfolio
|
Q1 2025
Added 18.31%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
19,002
shares
|
$284,079
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
17,893
shares
|
$267,500
0.01% of portfolio
|
Q1 2025
Added 30.86%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
17,387
shares
|
$259,935
0.0% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
16,925
shares
|
$253,028
0.01% of portfolio
|
Q1 2025
Reduced 87.89%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
16,799
shares
|
$251,145
0.13% of portfolio
|
Q1 2025
Reduced 46.17%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
16,154
shares
|
$241,502
0.01% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
16,023
shares
|
$239,543
0.07% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
15,979
shares
|
$238,886
0.03% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
15,655
shares
|
$234,042
0.12% of portfolio
|
Q1 2025
Reduced 30.36%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
15,412
shares
|
$230,409
0.02% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
15,000
shares
|
$224,250
0.01% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
14,941
shares
|
$223,367
0.13% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
14,850
shares
|
$222,007
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
14,834
shares
|
$221,768
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
14,539
shares
|
$217,358
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
14,266
shares
|
$213,276
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
14,209
shares
|
$212,424
0.03% of portfolio
|
Q4 2024
Reduced 31.41%
|