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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
14,171
shares
|
$211,856
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
13,677
shares
|
$204,471
0.19% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
13,643
shares
|
$203,962
0.01% of portfolio
|
Q1 2025
Reduced 29.57%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
13,101
shares
|
$195,859
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
12,171
shares
|
$181,956
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
12,055
shares
|
$180,222
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
11,891
shares
|
$177,770
0.04% of portfolio
|
Q1 2025
Added 126.88%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
11,760
shares
|
$175,812
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
11,339
shares
|
$169,518
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,303
shares
|
$168,979
0.01% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
10,979
shares
|
$164,136
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
10,979
shares
|
$164,136
0.0% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
10,760
shares
|
$160,862
0.0% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,705
shares
|
$160,039
0.08% of portfolio
|
Q3 2022
Added 3.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
10,682
shares
|
$159,695
0.0% of portfolio
|
Q1 2025
Added 142.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
10,546
shares
|
$157,662
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
10,365
shares
|
$154,956
0.08% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
10,204
shares
|
$152,549
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Apr 11, 2025 Q1 2025 |
10,000
shares
|
$149,500
0.1% of portfolio
|
Q2 2024
Reduced 10.35%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
10,000
shares
|
$149,500
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
9,708
shares
|
$145,134
0.0% of portfolio
|
Q4 2023
Reduced 9.96%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
7,550
shares
|
$112,872
0.01% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
7,000
shares
|
$104,650
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,632
shares
|
$84,198
0.0% of portfolio
|
Q1 2025
Added 19.75%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,405
shares
|
$80,804
0.0% of portfolio
|
Q2 2024
Reduced 5.01%
|