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.
Q4 2022 vs. Q3 2022
How the institutions holding Guggenheim Strategic Opportunities Fund changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 123 | 3 | 131 | +11 |
| Shares | 15.4M | 59.9K | 16.9M | +1.54M (+10.1%) |
| Value | $236.1M | $919.8K | $255.0M | +$19.8M (+8.4%) |
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Mosaic Family Wealth Partners, LLC | 165,082 | $2.51M | 0.71% |
| Sowell Financial Services LLC | 100,533 | $1.53M | 0.10% |
| Semus Wealth Partners LLC | 62,861 | $956.7K | 1.16% |
| Garden State Investment Advisory Services LLC | 57,643 | $877.3K | 0.52% |
| Money Concepts Capital Corp | 48,996 | $745.7K | 0.03% |
| Destination Wealth Management | 28,714 | $437.0K | 0.02% |
| CI Private Wealth, LLC | 16,849 | $256.4K | 0.00% |
| Elequin Capital LP | 15,564 | $236.9K | 0.07% |
| Patriot Financial Group Insurance Agency, LLC | 14,568 | $221.7K | 0.05% |
| Independent Financial Group, LLC | 12,858 | $195.7K | 0.02% |
| Pension & Wealth Management Advisors, Inc. | 9,930 | $151.1K | 0.13% |
| U.S. Capital Wealth Advisors, LLC | 1,037 | $15.8K | 0.00% |
| McElhenny Sheffield Capital Management, LLC | 775 | $11.8K | 0.01% |
| Accurate Wealth Management, LLC | 501 | $8.17K | 0.00% |
| CWM, LLC | 148 | $2.00K | 0.00% |
| Huntington National Bank | – | $15 | 0.00% |
Sold out (5)
Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Castleview Partners, LLC | 18,647 | $286.0K |
| Future Financial Wealth Managment LLC | 10,792 | $174.0K |
| FSA Wealth Management LLC | 11,008 | $169.0K |
| First Manhattan Co | 393 | $6.00K |
| Ellis Investment Partners, LLC | 129 | $1.00K |
Not filed for Q4 2022 yet (3)
Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| American Portfolios Advisors | 46,797 | $718.8K |
| Dowling & Yahnke LLC | 10,705 | $164.0K |
| Strategic Asset Management, LLC | 2,388 | $37.0K |