Guggenheim Strategic Opportunities Fund

GOF

Exchange: NYSE
SEC CIK: 0001380936

SEC filings (opens in a new tab)

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 2024 vs. Q4 2023

How the institutions holding Guggenheim Strategic Opportunities Fund changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of GOF: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	139	2	141	+4
Shares	21.5M	96.7K	22.8M	+1.40M (+6.5%)
Value	$275.7M	$1.24M	$326.8M	+$52.4M (+19.1%)

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (22)

Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to GOF in Q1 2024
Institution	Shares	Value	% of portfolio
Hartline Investment Corp	292,689	$4.19M	0.74%
PFG Investments, LLC	50,388	$721.6K	0.04%
Strategic Financial Concepts, LLC	25,754	$368.8K	0.09%
Ausdal Financial Partners, Inc.	25,566	$366.1K	0.04%
Insigneo Advisory Services, LLC	19,930	$285.4K	0.03%
Flynn Zito Capital Management, LLC	14,771	$211.5K	0.11%
Imprint Wealth LLC	14,171	$201.9K	0.05%
IFP Advisors, Inc	12,750	$182.6K	0.01%
U.S. Capital Wealth Advisors, LLC	11,405	$163.3K	0.01%
Koshinski Asset Management, Inc.	10,000	$143.2K	0.01%
ORG Partners LLC	7,731	$110.2K	0.21%
CIBC Private Wealth Group, LLC	4,825	$68.8K	0.00%
Future Financial Wealth Managment LLC	4,000	$57.3K	0.04%
Transcendent Capital Group LLC	2,000	$28.6K	0.02%
Plante Moran Financial Advisors, LLC	1,693	$24.2K	0.00%
Laurel Wealth Advisors LLC	1,500	$21.5K	0.00%
Gilliland Jeter Wealth Management LLC	1,493	$21.4K	0.01%
Pin Oak Investment Advisors Inc	1,150	$16.0K	0.02%
Private Trust Co NA	713	$10.2K	0.00%
Gen-Wealth Partners Inc	659	$9.44K	0.00%
FNY Investment Advisers, LLC	500	$7.00K	0.00%
Mather Group, LLC.	365	$4.67K	0.00%

Sold out (18)

Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of GOF in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
AE Wealth Management LLC	216,550	$2.90M
Cetera Advisor Networks LLC	176,317	$2.26M
D.A. Davidson & Co.	153,423	$1.96M
Camelot Portfolios, LLC	78,035	$998.8K
Elequin Capital LP	60,645	$776.3K
Arlington Capital Management, Inc.	57,097	$730.8K
Wolverine Asset Management LLC	45,902	$587.5K
Jefferies Financial Group Inc.	42,610	$545.4K
Cetera Advisors LLC	23,218	$297.2K
Nomura Holdings Inc	16,325	$209.0K
Landscape Capital Management, L.L.C.	16,230	$207.7K
Advisor Resource Council	14,902	$190.7K
SFI Advisors, LLC	14,828	$189.8K
Marex Group plc	14,537	$186.1K
IHT Wealth Management, LLC	14,261	$182.5K
CWA Asset Management Group, LLC	11,790	$150.9K
BOK Financial Private Wealth, Inc.	4,000	$51.2K
Truvestments Capital LLC	500	$6.40K

Not filed for Q1 2024 yet (2)

Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GOF in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Focus Financial Network Inc	96,114	$1.23M
Baystate Wealth Management LLC	608	$7.79K