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 |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
1,809
shares
|
$23,354
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
1,761
shares
|
$22,734
0.01% of portfolio
|
Q3 2025
Reduced 62.34%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
1,500
shares
|
$19,365
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
1,442
shares
|
$18,616
0.01% of portfolio
|
Q3 2025
Added 107.48%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,355
shares
|
$17,493
0.01% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
1,204
shares
|
$15,543
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
1,084
shares
|
$13,994
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$12,910
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
843
shares
|
$10,883
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
750
shares
|
$9,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
722
shares
|
$9,321
0.0% of portfolio
|
Q3 2025
Reduced 92.56%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
713
shares
|
$9,204
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
659
shares
|
$8,507
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
656
shares
|
$8,468
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
639
shares
|
$8,249
0.01% of portfolio
|
Q3 2025
Reduced 79.53%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
608
shares
|
$7,849
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
365
shares
|
$4,712
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
325
shares
|
$4,195
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
250
shares
|
$3,227
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
174
shares
|
$2,246
0.0% of portfolio
|
Q3 2025
Reduced 94.71%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
35
shares
|
$451
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
32
shares
|
$413
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
26
shares
|
$335
0.0% of portfolio
|
Q2 2025
Reduced 99.4%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
26
shares
|
$335
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
6
shares
|
$77
0.0% of portfolio
|
Q1 2024
Reduced 97.46%
|
|