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 |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
19,477
shares
|
$251,448
0.09% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
18,739
shares
|
$241,920
0.01% of portfolio
|
Q3 2025
Added 28.89%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
16,915
shares
|
$218,372
0.0% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
16,302
shares
|
$210,458
0.01% of portfolio
|
Q3 2025
Added 12.35%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
15,940
shares
|
$205,785
0.02% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
14,970
shares
|
$193,262
0.0% of portfolio
|
Q3 2025
Added 36.35%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
14,859
shares
|
$191,829
0.1% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
14,592
shares
|
$188,382
0.1% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
14,486
shares
|
$187,014
0.12% of portfolio
|
Q3 2025
Reduced 31.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
13,909
shares
|
$179,565
0.0% of portfolio
|
Q3 2025
Added 51.25%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
13,575
shares
|
$175,253
0.17% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
13,101
shares
|
$169,133
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
13,055
shares
|
$168,540
0.01% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
12,951
shares
|
$167,197
0.05% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
12,682
shares
|
$163,724
0.03% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
12,642
shares
|
$163,208
0.0% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
12,552
shares
|
$162,046
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
12,301
shares
|
$158,805
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
11,996
shares
|
$154,868
0.0% of portfolio
|
Q3 2025
Added 8.76%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
11,522
shares
|
$148,749
0.01% of portfolio
|
Q3 2025
Added 46.76%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
11,516
shares
|
$148,671
0.03% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,374
shares
|
$146,838
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
11,336
shares
|
$146,347
0.01% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
11,070
shares
|
$142,913
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
10,980
shares
|
$141,751
0.07% of portfolio
|
Q3 2025
Added 3.7%
|
|