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 204 institutions that hold shares in the stock, with a total of 33.2 Million shares, which have been reported (via 13F filing form) to have a value of $429 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
51,419
shares
|
$663,819
0.01% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Parisi Gray Wealth Management
|
Oct 17, 2025 Q3 2025 |
50,233
shares
|
$648,508
0.2% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
50,000
shares
|
$645,500
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
49,157
shares
|
$634,616
0.0% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
48,884
shares
|
$631,092
0.01% of portfolio
|
Q3 2025
Reduced 13.12%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Oct 28, 2025 Q3 2025 |
48,278
shares
|
$623,268
0.42% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,797
shares
|
$604,149
0.03% of portfolio
|
Q2 2020
Reduced 3.18%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Oct 20, 2025 Q3 2025 |
45,577
shares
|
$588,399
0.56% of portfolio
|
Q3 2025
Added 18.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
45,391
shares
|
$585,997
0.03% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
44,757
shares
|
$577,812
0.01% of portfolio
|
Q3 2025
Added 126.65%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
43,327
shares
|
$559,351
0.09% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
39,299
shares
|
$507,350
0.01% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
39,242
shares
|
$506,614
0.18% of portfolio
|
Q3 2025
Added 20.41%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
38,510
shares
|
$497,164
0.01% of portfolio
|
Q3 2025
Added 37.66%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,853
shares
|
$488,682
0.0% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
37,166
shares
|
$479,813
0.04% of portfolio
|
Q3 2025
Added 12.06%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
36,936
shares
|
$476,843
0.03% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
35,935
shares
|
$463,920
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
35,602
shares
|
$459,621
0.0% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
35,090
shares
|
$453,011
0.14% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
34,090
shares
|
$440,101
0.01% of portfolio
|
Q3 2025
Added 46.85%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
32,971
shares
|
$425,655
0.03% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
31,504
shares
|
$406,716
0.05% of portfolio
|
Q1 2024
Reduced 6.92%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
31,183
shares
|
$402,572
0.0% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
31,113
shares
|
$401,668
0.0% of portfolio
|
Q3 2025
Added 29.21%
|
|