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.
Q2 2022 vs. Q1 2022
How the institutions holding Guggenheim Strategic Opportunities Fund changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Q2 2022 | Change |
|---|---|---|---|
| Holders | 125 | 122 | −3 |
| Shares | 14.2M | 13.8M | −421.5K (−3.0%) |
| Value | $268.5M | $228.2M | −$40.3M (−15.0%) |
New holders (15)
Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisors Asset Management, Inc. | 327,398 | $5.27M | 0.10% |
| Avantax Advisory Services, Inc. | 69,812 | $1.12M | 0.02% |
| Harbour Investments, Inc. | 56,736 | $913.0K | 0.06% |
| BDO Wealth Advisors, LLC | 50,000 | $804.0K | 0.10% |
| Integrated Wealth Concepts LLC | 28,563 | $460.0K | 0.01% |
| Collaborative Wealth Managment Inc. | 20,532 | $330.0K | 0.22% |
| Advisor Resource Council | 15,485 | $249.0K | 0.02% |
| Brookstone Capital Management | 12,424 | $200.0K | 0.00% |
| Independent Financial Group, LLC | 10,158 | $163.4K | 0.02% |
| SeaCrest Wealth Management, LLC | 4,741 | $76.0K | 0.01% |
| Ahrens Investment Partners LLC | 4,000 | $64.0K | 0.03% |
| ACG Wealth | 3,731 | $60.0K | 0.01% |
| Chilton Capital Management LLC | 2,000 | $32.0K | 0.00% |
| First Manhattan Co | 393 | $6.00K | 0.00% |
| CWM, LLC | 386 | $6.00K | 0.00% |
Sold out (18)
Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Clough Capital Partners L P | 80,512 | $1.53M |
| Camelot Portfolios, LLC | 56,698 | $1.08M |
| Marcum Wealth, LLC | 21,424 | $407.0K |
| EP Wealth Advisors, LLC | 14,543 | $276.0K |
| Retirement Guys Formula LLC | 12,726 | $242.0K |
| Financial Advisory Corp | 12,330 | $234.0K |
| Arete Wealth Advisors, LLC | 10,714 | $204.0K |
| FSA Wealth Management LLC | 10,843 | $199.0K |
| City of London Investment Management Co Ltd | 10,138 | $193.0K |
| Missouri Trust & Investment Co | 6,000 | $114.0K |
| San Luis Wealth Advisors LLC | 5,268 | $97.0K |
| Money Concepts Capital Corp | 4,708 | $89.0K |
| Prospera Financial Services Inc | 3,114 | $59.0K |
| Herold Advisors, Inc. | 2,751 | $52.3K |
| Meeder Asset Management Inc | 1,320 | $25.0K |
| Tower Research Capital LLC (TRC) | 69 | $1.00K |
| Horan Securities, Inc. | 68 | $1.00K |
| FMR LLC | 1 | $0 |