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 |
|---|---|---|---|---|---|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
12,171
shares
|
$175,870
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
11,891
shares
|
$171,824
0.04% of portfolio
|
Q1 2025
Added 126.88%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
11,243
shares
|
$162,461
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,104
shares
|
$160,452
0.01% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
10,979
shares
|
$158,646
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
10,750
shares
|
$155,337
0.01% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,705
shares
|
$154,687
0.08% of portfolio
|
Q3 2022
Added 3.28%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
10,546
shares
|
$152,389
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
10,365
shares
|
$149,774
0.08% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
10,282
shares
|
$148,574
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
10,204
shares
|
$147,447
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
10,176
shares
|
$147,043
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
10,000
shares
|
$144,500
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Apr 11, 2025 Q1 2025 |
10,000
shares
|
$144,500
0.1% of portfolio
|
Q2 2024
Reduced 10.35%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
9,708
shares
|
$140,280
0.0% of portfolio
|
Q4 2023
Reduced 9.96%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
7,550
shares
|
$109,097
0.01% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
7,163
shares
|
$103,505
0.02% of portfolio
|
Q4 2024
Reduced 44.9%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
7,000
shares
|
$101,150
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,405
shares
|
$78,102
0.0% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
5,000
shares
|
$72,250
0.04% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
4,825
shares
|
$69,721
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,703
shares
|
$67,958
0.0% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
4,676
shares
|
$67,568
0.03% of portfolio
|
Q1 2024
Added 4.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
4,408
shares
|
$63,695
0.0% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,304
shares
|
$62,192
0.0% of portfolio
|
Q1 2025
Added 2.33%
|