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 2023 vs. Q2 2023
How the institutions holding Guggenheim Strategic Opportunities Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 124 | 1 | 128 | +5 |
| Shares | 17.9M | 50.0K | 19.0M | +1.15M (+6.5%) |
| Value | $284.8M | $795.0K | $280.5M | −$3.44M (−1.2%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cornerstone Retirement Group, Inc. | 66,737 | $987.0K | 0.28% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,539 | $215.0K | 0.01% |
| Creative Planning | 13,538 | $200.2K | 0.00% |
| Koshinski Asset Management, Inc. | 10,975 | $162.3K | 0.02% |
| Comerica Bank | 10,498 | $155.3K | 0.00% |
| Sound Income Strategies, LLC | 3,375 | $49.9K | 0.00% |
| Elequin Capital LP | 1,800 | $26.6K | 0.01% |
| NBC Securities, Inc. | 1,228 | $18.0K | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | 1,200 | $17.7K | 0.01% |
| Tucker Asset Management LLC | 500 | $7.39K | 0.00% |
| Allworth Financial LP | 342 | $5.06K | 0.00% |
Sold out (6)
Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Advisors Asset Management, Inc. | 112,203 | $1.78M |
| Arete Wealth Advisors, LLC | 21,062 | $335.0K |
| Sykon Capital LLC | 16,888 | $268.5K |
| Keybank National Association | 15,920 | $253.1K |
| Capital CS Group, LLC | 13,472 | $214.2K |
| Kovack Advisors, Inc. | 11,582 | $184.2K |
Not filed for Q3 2023 yet (1)
Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| BDO Wealth Advisors, LLC | 50,000 | $795.0K |