Purchases and Sales Made in Q1 2025 in Guggenheim Strategic Opportunities Fund (GOF)
This table provides information about the institutional ownership of Guggenheim Strategic Opportunities Fund (GOF) during Q1 2025. The information is specifically focused on institutions that hold shares of GUGGENHEIM STRATEGIC OPPORTUNITIES FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-72- 0.11% |
$1.08K - $1.15K
|
64.9K
$967K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-106- 0.3% |
$1.59K - $1.69K
|
35.7K
$532K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-147- 0.9% |
$2.21K - $2.34K
|
16.2K
$241K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-301- 3.83% |
$4.52K - $4.79K
|
7.55K
$112K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-349- 1.16% |
$5.24K - $5.55K
|
29.7K
$442K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-434- 0.56% |
$6.51K - $6.9K
|
76.9K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-558- 2.52% |
$8.37K - $8.88K
|
21.6K
$322K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-768- 4.75% |
$11.5K - $12.2K
|
15.4K
$229K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-770- 0.35% |
$11.6K - $12.3K
|
218K
$3.25M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-823- 1.06% |
$12.3K - $13.1K
|
76.5K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-976- 1.34% |
$14.6K - $15.5K
|
72K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1K- 3.08% |
$15K - $15.9K
|
31.5K
$469K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1K- 0.94% |
$15K - $15.9K
|
105K
$1.57M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.68K- 4.55% |
$25.2K - $26.7K
|
35.3K
$525K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.2K- 19.47% |
$63K - $66.9K
|
17.4K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-5.21K- 9.27% |
$78.1K - $82.8K
|
51K
$759K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-5.63K- 20.5% |
$84.4K - $89.5K
|
21.8K
$325K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.73K- 29.57% |
$85.9K - $91.1K
|
13.6K
$203K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6.83K- 30.36% |
$102K - $109K
|
15.7K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.89K- 6.52% |
$103K - $110K
|
98.8K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.11K- 14.74% |
$107K - $113K
|
41.1K
$613K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8.02K- 3.01% |
$120K - $128K
|
259K
$3.85M
|
|
|
May 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-8.14K- 3.41% |
$122K - $129K
|
230K
$3.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9K- 8.47% |
$135K - $143K
|
97.3K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-13.6K- 41.01% |
$204K - $216K
|
19.5K
$291K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-14.4K- 46.17% |
$216K - $229K
|
16.8K
$250K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-16.5K- 15.31% |
$248K - $263K
|
91.3K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-17K- 38.03% |
$255K - $270K
|
27.7K
$412K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-23.8K- 44.73% |
$357K - $379K
|
29.4K
$438K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.7K- 37.31% |
$386K - $409K
|
43.2K
$643K
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
SELL
|
- |
-27.5K- 55.28% |
$413K - $438K
|
22.3K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-46.7K- 8.1% |
$700K - $742K
|
530K
$7.89M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-85.6K- 48.19% |
$1.28M - $1.36M
|
92.1K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-123K- 87.89% |
$1.84M - $1.95M
|
16.9K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-159K- 42.73% |
$2.39M - $2.53M
|
213K
$3.18M
|