Skip to main content
Livermore
Livermore
ZHEN

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.

Q2 2024 vs. Q1 2024

How the institutions holding Guggenheim Strategic Opportunities Fund changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of GOF: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders1412153+14
Shares22.8M18.8K23.0M+167.2K (+0.7%)
Value$326.8M$268.9K$337.7M+$11.1M (+3.4%)

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (24)

Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to GOF in Q2 2024
InstitutionSharesValue% of portfolio
Secure Asset Management, LLC332,704$4.96M0.94%
TrueMark Investments, LLC301,053$4.49M1.53%
Sanctuary Advisors, LLC39,170$569.9K0.00%
Focus Financial Network, Inc.34,946$529.4K0.02%
AE Wealth Management LLC22,646$337.6K0.00%
Midland Wealth Advisors LLC20,807$310.2K0.02%
Virtu Financial LLC20,060$299.0K0.02%
Disciplined Investments, LLC20,000$298.2K0.16%
Sykon Capital LLC13,511$201.4K0.08%
Cresset Asset Management, LLC13,417$200.1K0.00%
XTX Topco Ltd11,261$167.9K0.01%
Ameritas Advisory Services, LLC10,165$151.6K0.01%
IHT Wealth Management, LLC10,001$149.1K0.01%
Ashton Thomas Private Wealth, LLC2,500$37.3K0.00%
Larson Financial Group LLC1,583$23.6K0.00%
PSI Advisors, LLC700$10.4K0.00%
Kayne Anderson Rudnick Investment Management LLC428$6.38K0.00%
Baldwin Brothers Inc200$2.98K0.00%
Farther Finance Advisors, LLC193$2.88K0.00%
Massmutual Trust Co FSB75$1.12K0.00%
Tower Research Capital LLC (TRC)63$9390.00%
Voisard Asset Management Group, Inc.40$5970.00%
Bank & Trust Co32$4770.00%
Central Valley Advisors, LLC2,275––

Sold out (10)

Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of GOF in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Hartline Investment Corp292,689$4.19M
Significant Wealth Partners LLC276,751$3.96M
Qube Research & Technologies Ltd47,090$674.3K
Wealthcare Advisory Partners LLC15,567$222.9K
Level Four Advisory Services, LLC16,537$211.7K
Centaurus Financial, Inc.11,232$161.0K
Future Financial Wealth Managment LLC4,000$57.3K
Plante Moran Financial Advisors, LLC1,693$24.2K
FNY Investment Advisers, LLC500$7.00K
FMR LLC1$14

Not filed for Q2 2024 yet (2)

Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GOF in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Imprint Wealth LLC14,171$201.9K
FSA Wealth Management LLC4,676$67.0K