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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,825
shares
|
$72,133
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
4,676
shares
|
$69,906
0.03% of portfolio
|
Q1 2024
Added 4.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,304
shares
|
$64,344
0.0% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,265
shares
|
$63,761
0.0% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
4,073
shares
|
$60,891
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
4,000
shares
|
$59,800
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
4,000
shares
|
$59,800
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
3,654
shares
|
$54,627
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
3,563
shares
|
$53,266
0.0% of portfolio
|
Q1 2025
Added 20.58%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,287
shares
|
$49,140
0.0% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
3,016
shares
|
$45,089
0.04% of portfolio
|
Q1 2025
Added 31.59%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
2,940
shares
|
$43,953
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,518
shares
|
$37,644
0.0% of portfolio
|
Q3 2024
Added 40.36%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,461
shares
|
$36,791
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,388
shares
|
$35,700
0.06% of portfolio
|
Q4 2021
Added 693.36%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,271
shares
|
$33,951
0.0% of portfolio
|
Q1 2025
Added 33.98%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,270
shares
|
$33,936
0.01% of portfolio
|
Q1 2025
Added 56.55%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,258
shares
|
$33,757
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
2,110
shares
|
$31,544
0.01% of portfolio
|
Q2 2023
Added 434.18%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,983
shares
|
$29,645
0.0% of portfolio
|
Q4 2023
Reduced 0.85%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
1,625
shares
|
$24,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
1,500
shares
|
$22,425
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,275
shares
|
$19,061
0.01% of portfolio
|
Q1 2025
Added 304.76%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$14,950
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
750
shares
|
$11,212
0.0% of portfolio
|
Q3 2024
New holding
|