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 2024 vs. Q2 2024
How the institutions holding Guggenheim Strategic Opportunities Fund changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 153 | 1 | 154 | +2 |
| Shares | 23.0M | 5.41K | 23.9M | +887.2K (+3.9%) |
| Value | $337.7M | $81.0K | $368.5M | +$30.9M (+9.1%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (21)
Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Almanack Investment Partners, LLC. | 94,244 | $1.49M | 0.23% |
| Oppenheimer & Co Inc | 36,022 | $567.7K | 0.01% |
| Stratos Wealth Partners, LTD. | 32,144 | $506.6K | 0.01% |
| Encompass More Asset Management | 21,229 | $334.6K | 0.13% |
| Buska Wealth Management, LLC | 20,428 | $322.0K | 0.11% |
| Wagner Wealth Management, LLC | 20,283 | $319.7K | 0.09% |
| Coppell Advisory Solutions LLC | 13,000 | $202.9K | 0.03% |
| Covenant Partners, LLC | 11,777 | $185.6K | 0.05% |
| Capital Analysts, LLC | 11,609 | $183.0K | 0.01% |
| Sheaff Brock Investment Advisors, LLC | 10,188 | $160.6K | 0.01% |
| Altus Wealth Group LLC | 10,125 | $159.6K | 0.07% |
| FSA Wealth Management LLC | 4,676 | $73.7K | 0.03% |
| Future Financial Wealth Managment LLC | 4,000 | $63.0K | 0.05% |
| EverSource Wealth Advisors, LLC | 2,461 | $38.8K | 0.00% |
| Oarsman Capital, Inc. | 2,364 | $37.3K | 0.01% |
| Adirondack Trust Co | 1,902 | $30.0K | 0.01% |
| Fortitude Family Office, LLC | 1,673 | $26.4K | 0.01% |
| Darwin Advisors, LLC | 750 | $11.8K | 0.00% |
| Semmax Financial Advisors Inc. | 101 | $1.62K | 0.00% |
| Danske Bank A/S | 3 | $47 | 0.00% |
| FMR LLC | 1 | $16 | 0.00% |
Sold out (19)
Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Samalin Investment Counsel, LLC | 74,013 | $1.10M |
| Midland Wealth Advisors LLC | 20,807 | $310.2K |
| Aviance Capital Partners, LLC | 20,592 | $307.0K |
| First Foundation Advisors | 19,450 | $290.0K |
| Capital Wealth Alliance, LLC | 19,093 | $284.7K |
| Safeguard Financial, LLC | 14,088 | $210.1K |
| Sykon Capital LLC | 13,511 | $201.4K |
| Koshinski Asset Management, Inc. | 11,531 | $175.7K |
| XTX Topco Ltd | 11,261 | $167.9K |
| Clear Creek Financial Management, LLC | 11,024 | $164.4K |
| Ameritas Advisory Services, LLC | 10,165 | $151.6K |
| Ashton Thomas Private Wealth, LLC | 2,500 | $37.3K |
| Kayne Anderson Rudnick Investment Management LLC | 428 | $6.38K |
| Baldwin Brothers Inc | 200 | $2.98K |
| Massmutual Trust Co FSB | 75 | $1.12K |
| Tower Research Capital LLC (TRC) | 63 | $939 |
| Voisard Asset Management Group, Inc. | 40 | $597 |
| Creative Financial Designs Inc | 32 | $481 |
| Central Valley Advisors, LLC | 2,275 | – |
Not filed for Q3 2024 yet (1)
Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 5,405 | $81.0K |