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.
Q3 2022 vs. Q2 2022
How the institutions holding Guggenheim Strategic Opportunities Fund changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Holders | 122 | 123 | +1 |
| Shares | 13.8M | 15.4M | +1.64M (+11.9%) |
| Value | $228.2M | $236.1M | +$7.83M (+3.4%) |
New holders (15)
Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Western Wealth Management, LLC | 95,361 | $1.47M | 0.08% |
| Mutual Advisors, LLC | 94,685 | $1.45M | 0.08% |
| Captrust Financial Advisors | 85,093 | $1.31M | 0.01% |
| OneAscent Financial Services LLC | 78,368 | $1.20M | 0.48% |
| Thrivent Financial for Lutherans | 73,692 | $1.12M | 0.00% |
| Tennessee Valley Asset Management Partners | 25,988 | $399.0K | 0.16% |
| Arete Wealth Advisors, LLC | 14,792 | $227.0K | 0.02% |
| Lakeview Capital Partners, LLC | 14,286 | $219.0K | 0.09% |
| LVZ Advisors, Inc. | 13,707 | $211.0K | 0.04% |
| Retirement Planning Group | 11,339 | $174.0K | 0.02% |
| FSA Wealth Management LLC | 11,008 | $169.0K | 0.12% |
| Gladstone Institutional Advisory LLC | 10,585 | $163.0K | 0.01% |
| Gradient Investments LLC | 1,050 | $16.0K | 0.00% |
| Hazlett, Burt & Watson, Inc. | 570 | $9.00K | 0.01% |
| FMR LLC | 2 | $0 | 0.00% |
Sold out (14)
Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Invesco Ltd. | 35,484 | $571.0K |
| Stratos Wealth Partners, LTD. | 29,556 | $476.0K |
| Claraphi Advisory Network, LLC | 17,816 | $287.0K |
| Advisor Resource Council | 15,485 | $249.0K |
| WMS Partners, LLC | 11,007 | $177.0K |
| Bank of New York Mellon Corp | 10,436 | $168.0K |
| Independent Financial Group, LLC | 10,158 | $163.4K |
| Karpus Management, Inc. | 10,005 | $161.0K |
| SeaCrest Wealth Management, LLC | 4,741 | $76.0K |
| Ahrens Investment Partners LLC | 4,000 | $64.0K |
| ACG Wealth | 3,731 | $60.0K |
| Chilton Capital Management LLC | 2,000 | $32.0K |
| CWM, LLC | 386 | $6.00K |
| Umb Bank N A | 156 | $3.00K |