Guggenheim Strategic Opportunities Fund
GOF- Exchange
- NYSE
- SEC CIK
- 0001380936
No open-market purchases or sales by Guggenheim Strategic Opportunities Fund insiders were filed in the last 90 days; 212 institutions reported holding it in 13F filings for Q2 2026, worth $537.1M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Guggenheim Strategic Opportunities Fund as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 116
- +35 vs. Q3 2021
- Shares held
- 14.5M
- +6.43M (+79.6%) vs. Q3 2021
- Total value
- $282.8M
- +$128.3M (+83.1%) vs. Q3 2021
- New holders
- 43
- 61 more added
- Sold out
- 8
- 5 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GOF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 212 | $537.1M |
| Q1 2026 | 202 | $491.5M |
| Q4 2025 | 197 | $553.3M |
| Q3 2025 | 186 | $480.8M |
| Q2 2025 | 175 | $419.3M |
| Q1 2025 | 176 | $428.2M |
| Q4 2024 | 174 | $365.9M |
| Q3 2024 | 154 | $368.5M |
| Q2 2024 | 153 | $337.7M |
| Q1 2024 | 141 | $326.8M |
| Q4 2023 | 139 | $275.7M |
| Q3 2023 | 128 | $280.5M |
| Q2 2023 | 124 | $284.8M |
| Q1 2023 | 128 | $270.2M |
| Q4 2022 | 131 | $255.0M |
| Q3 2022 | 123 | $236.1M |
| Q2 2022 | 122 | $228.2M |
| Q1 2022 | 125 | $268.5M |
| Q4 2021 | 116 | $282.8M |
| Q3 2021 | 84 | $155.3M |
| Q2 2021 | 76 | $149.1M |
| Q1 2021 | 74 | $142.0M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Guggenheim Strategic Opportunities Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 216,499 | $3.97M | 0.01% | +159,440+279.4% | Added |
| Janney Montgomery Scott LLC | 261,624 | $4.79M | 0.02% | +37,098+16.5% | Added |
| Prime Capital Investment Advisors, LLC | 308,035 | $5.64M | 0.30% | +64,050+26.3% | Added |
| LPL Financial LLC | 311,197 | $5.70M | 0.00% | +165,917+114.2% | Added |
| Commonwealth Equity Services, LLC | 318,417 | $5.83M | 0.01% | +28,613+9.9% | Added |
| Advisors Asset Management, Inc. | 366,703 | $6.72M | 0.10% | +362,011+7,715.5% | Added |
| Bank of America Corp | 439,146 | $8.04M | 0.00% | +128,240+41.2% | Added |
| Royal Bank of Canada | 471,200 | $8.63M | 0.00% | +315,798+203.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 498,625 | $9.13M | 0.02% | +49,578+11.0% | Added |
| Karpus Management, Inc. | 541,434 | $9.92M | 0.29% | +541,434 | New |
| Ameriprise Financial Inc | 578,844 | $10.6M | 0.00% | +57,951+11.1% | Added |
| Advisor Group Holdings, Inc. | 855,722 | $15.7M | 0.03% | +255,420+42.5% | Added |
| Cohen & Steers, Inc. | 944,914 | $17.3M | 0.03% | +924,869+4,614.0% | Added |
| UBS Group AG | 1,248,697 | $22.9M | 0.01% | +625,576+100.4% | Added |
| Castleview Partners, LLC | 486,176 | $26.5M | 0.23% | +486,176 | New |
| Morgan Stanley | 2,602,002 | $47.7M | 0.01% | +177,872+7.3% | Added |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −21,845−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −19,107−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −16,970−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −705−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |