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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
31,056
shares
|
$400,932
0.0% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
31,000
shares
|
$400,210
0.34% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
30,263
shares
|
$390,695
0.0% of portfolio
|
Q3 2025
Reduced 36.07%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
29,594
shares
|
$382,058
0.0% of portfolio
|
Q3 2025
Added 194.06%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
27,736
shares
|
$358,071
0.0% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
27,591
shares
|
$356,199
0.01% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
27,038
shares
|
$349,060
0.23% of portfolio
|
Q3 2025
Added 24.83%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
26,957
shares
|
$348,014
0.1% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
26,936
shares
|
$347,743
0.0% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
26,900
shares
|
$347,279
0.17% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
26,723
shares
|
$344,993
0.01% of portfolio
|
Q3 2025
Added 38.3%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
26,612
shares
|
$343,560
0.0% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
25,943
shares
|
$334,924
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
25,709
shares
|
$331,903
0.01% of portfolio
|
Q3 2025
Added 24.14%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
24,937
shares
|
$321,936
0.02% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
23,690
shares
|
$305,837
0.05% of portfolio
|
Q3 2025
Added 18.1%
|
|
|
David J Yvars Group
|
Oct 27, 2025 Q3 2025 |
22,666
shares
|
$292,618
0.18% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
22,565
shares
|
$291,314
0.01% of portfolio
|
Q3 2025
Added 74.87%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
22,423
shares
|
$289,480
0.03% of portfolio
|
Q3 2025
Added 15.05%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
21,784
shares
|
$281,231
0.11% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
21,643
shares
|
$279,411
0.03% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
21,383
shares
|
$276,054
0.11% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Capital Cs Group, LLC
|
Nov 06, 2025 Q3 2025 |
21,262
shares
|
$274,492
0.24% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
21,259
shares
|
$274,453
0.05% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
19,855
shares
|
$256,328
0.0% of portfolio
|
Q4 2024
New holding
|
|