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 |
|---|---|---|---|---|---|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
10,979
shares
|
$141,738
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
10,876
shares
|
$140,409
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,705
shares
|
$138,201
0.08% of portfolio
|
Q3 2022
Added 3.28%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,600
shares
|
$136,846
0.0% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
10,296
shares
|
$132,921
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
10,092
shares
|
$130,287
0.06% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
10,000
shares
|
$129,100
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
8,073
shares
|
$104,222
0.0% of portfolio
|
Q3 2025
Added 98.21%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
7,000
shares
|
$90,370
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
6,315
shares
|
$81,526
0.0% of portfolio
|
Q3 2025
Added 175.4%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,850
shares
|
$75,523
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,625
shares
|
$72,618
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,405
shares
|
$69,778
0.0% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
4,000
shares
|
$51,640
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
4,000
shares
|
$51,640
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
3,826
shares
|
$49,393
0.0% of portfolio
|
Q3 2025
Reduced 20.7%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
3,654
shares
|
$47,173
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,144
shares
|
$40,589
0.0% of portfolio
|
Q2 2025
Reduced 70.57%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
2,940
shares
|
$37,955
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,518
shares
|
$32,507
0.0% of portfolio
|
Q3 2024
Added 40.36%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,461
shares
|
$31,771
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,388
shares
|
$30,829
0.06% of portfolio
|
Q4 2021
Added 693.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,277
shares
|
$29,396
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,110
shares
|
$27,240
0.01% of portfolio
|
Q2 2023
Added 434.18%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,006
shares
|
$25,897
0.01% of portfolio
|
Q2 2025
New holding
|
|