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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,265
shares
|
$61,629
0.0% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
4,000
shares
|
$57,800
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
3,654
shares
|
$52,800
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,168
shares
|
$45,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,518
shares
|
$36,385
0.0% of portfolio
|
Q3 2024
Added 40.36%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,461
shares
|
$35,561
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,388
shares
|
$34,506
0.06% of portfolio
|
Q4 2021
Added 693.36%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
2,364
shares
|
$34,159
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
2,292
shares
|
$33,119
0.03% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,270
shares
|
$32,801
0.01% of portfolio
|
Q1 2025
Added 56.55%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
2,258
shares
|
$32,628
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
2,110
shares
|
$30,489
0.01% of portfolio
|
Q2 2023
Added 434.18%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,983
shares
|
$28,654
0.0% of portfolio
|
Q4 2023
Reduced 0.85%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,695
shares
|
$24,492
0.0% of portfolio
|
Q4 2024
Reduced 67.81%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,500
shares
|
$21,675
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
1,500
shares
|
$21,675
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$14,450
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
750
shares
|
$10,837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
713
shares
|
$10,302
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
659
shares
|
$9,522
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
653
shares
|
$9,435
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
608
shares
|
$8,785
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
552
shares
|
$7,976
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
365
shares
|
$5,274
0.0% of portfolio
|
Q3 2024
Reduced 62.22%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
327
shares
|
$4,725
0.0% of portfolio
|
Q4 2024
New holding
|