Purchases and Sales Made in Q2 2025 in Guggenheim Strategic Opportunities Fund (GOF)
This table provides information about the institutional ownership of Guggenheim Strategic Opportunities Fund (GOF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
18MNew |
$247M - $281M
|
18M
$267M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
94.5K+ 42.6% |
$1.3M - $1.48M
|
316K
$4.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
50.6KNew |
$695K - $792K
|
50.6K
$753K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.3K+ 7.7% |
$279K - $318K
|
284K
$4.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
11.1KNew |
$152K - $173K
|
11.1K
$165K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.1K+ 22.41% |
$139K - $158K
|
55.2K
$822K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
3.5K+ 9.98% |
$48.1K - $54.8K
|
38.6K
$574K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.4K+ 11.93% |
$33K - $37.6K
|
22.5K
$335K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2K+ 2.65% |
$27.5K - $31.3K
|
77.5K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.79K+ 2.48% |
$24.6K - $28K
|
73.7K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.49K+ 4.8% |
$20.5K - $23.4K
|
32.6K
$485K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.43K+ 7.99% |
$19.6K - $22.4K
|
19.3K
$288K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.33K+ 8.48% |
$18.2K - $20.8K
|
17K
$253K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
916+ 1.33% |
$12.6K - $14.3K
|
70K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
817+ 3.96% |
$11.2K - $12.8K
|
21.4K
$319K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
529+ 2.71% |
$7.27K - $8.28K
|
20.1K
$299K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
200+ 0.9% |
$2.75K - $3.13K
|
22.5K
$334K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
18+ 2.66% |
$247 - $282
|
695
$10.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-1.53K- 10.75% |
$21K - $23.9K
|
12.7K
$189K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.56K- 3.48% |
$21.5K - $24.5K
|
43.3K
$645K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-4.27K- 12.11% |
$58.7K - $66.9K
|
31K
$462K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.28K- 99.4% |
$58.8K - $67K
|
26
$387
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-10K- 2.26% |
$137K - $157K
|
434K
$6.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.4K- 11.38% |
$143K - $163K
|
80.9K
$1.2M
|