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.
Q1 2023 vs. Q4 2022
How the institutions holding Guggenheim Strategic Opportunities Fund changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 131 | 1 | 128 | −2 |
| Shares | 16.9M | 34.5K | 16.7M | −127.1K (−0.8%) |
| Value | $255.0M | $525.5K | $270.2M | +$15.7M (+6.2%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Strategic Financial Concepts, LLC | 27,067 | $437.7K | 0.18% |
| Atomi Financial Group, Inc. | 22,273 | $360.1K | 0.20% |
| Keybank National Association | 15,920 | $257.4K | 0.00% |
| Sunbelt Securities, Inc. | 13,850 | $222.8K | 0.04% |
| Stableford Capital II LLC | 14,088 | $214.0K | 0.15% |
| Vantage Financial Partners, LLC | 10,890 | $176.1K | 0.07% |
| JPMorgan Chase & Co | 4,822 | $78.0K | 0.00% |
| Buck Wealth Strategies, LLC | 3,171 | $51.3K | 0.03% |
| Householder Group Estate & Retirement Specialist, LLC | 1,200 | $19.0K | 0.01% |
| Ahrens Investment Partners LLC | 1,000 | $16.2K | 0.01% |
| Oliver Lagore Vanvalin Investment Group | 395 | $6.39K | 0.00% |
| Bokf, NA | 311 | $5.03K | 0.00% |
| Cape Investment Advisory, Inc. | 200 | $3.23K | 0.00% |
| Lumature Wealth Partners, LLC | 160 | $2.59K | 0.00% |
| Tower Research Capital LLC (TRC) | 82 | $1.00K | 0.00% |
Sold out (17)
Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Sowell Financial Services LLC | 100,533 | $1.53M |
| Parisi Gray Wealth Management | 57,462 | $874.6K |
| Money Concepts Capital Corp | 48,996 | $745.7K |
| Wagner Wealth Management, LLC | 20,731 | $315.5K |
| Collaborative Wealth Managment Inc. | 20,532 | $312.5K |
| Elequin Capital LP | 15,564 | $236.9K |
| Arete Wealth Advisors, LLC | 14,894 | $226.7K |
| Gladstone Institutional Advisory LLC | 10,235 | $155.8K |
| IFP Advisors, Inc | 4,988 | $107.0K |
| High Net Worth Advisory Group LLC | 6,622 | $100.8K |
| RWM Asset Management, LLC | 3,925 | $59.7K |
| U.S. Capital Wealth Advisors, LLC | 1,037 | $15.8K |
| McElhenny Sheffield Capital Management, LLC | 775 | $11.8K |
| Hazlett, Burt & Watson, Inc. | 570 | $9.00K |
| Accurate Wealth Management, LLC | 501 | $8.17K |
| CWM, LLC | 148 | $2.00K |
| FMR LLC | 2 | $30 |
Not filed for Q1 2023 yet (1)
Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| CoreCap Advisors, LLC | 34,527 | $525.5K |