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 2025 vs. Q4 2024

How the institutions holding Guggenheim Strategic Opportunities Fund changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of GOF: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	174	3	176	+5
Shares	24.0M	41.5K	27.5M	+3.54M (+14.8%)
Value	$365.9M	$632.8K	$428.2M	+$62.9M (+17.2%)

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to GOF in Q1 2025
Institution	Shares	Value	% of portfolio
Great Valley Advisor Group, Inc.	130,771	$2.04M	0.04%
Milestone Asset Management, LLC	117,867	$1.84M	0.39%
Fiduciary Alliance LLC	44,875	$698.7K	0.07%
New England Private Wealth Advisors LLC	44,327	$690.2K	0.11%
Capital Investment Advisory Services, LLC	43,550	$678.1K	0.06%
BlackRock, Inc.	27,325	$425.4K	0.00%
Creative Planning	22,217	$345.9K	0.00%
IFG Advisory, LLC	20,975	$326.6K	0.02%
Smith Asset Management Co., LLC	19,395	$302.0K	0.28%
Prosperity Wealth Management, Inc.	19,002	$295.9K	0.14%
Greenberg Financial Group	23,572	$259.8K	0.11%
NewEdge Wealth, LLC	14,834	$231.0K	0.00%
Moloney Securities Asset Management, LLC	14,266	$222.1K	0.03%
Brinker Capital Investments, LLC	13,101	$204.0K	0.00%
Orion Portfolio Solutions, LLC	13,101	$204.0K	0.00%
Advisor Resource Council	12,171	$189.5K	0.02%
Moors & Cabot, Inc.	12,055	$187.7K	0.01%
Advisory Services Network, LLC	11,760	$183.1K	0.00%
Firethorn Wealth Partners, LLC	10,204	$158.9K	0.08%
Eastern Bank	4,073	$63.4K	0.00%
Motco	4,000	$62.3K	0.01%
Jones Financial Companies LLLP	3,563	$55.4K	0.00%
Garde Capital, Inc.	2,258	$35.2K	0.00%
Aventura Private Wealth, LLC	1,300	$20.2K	0.01%
Concord Wealth Partners	271	$4.22K	0.00%
Danske Bank A/S	1	$16	0.00%

Sold out (21)

Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of GOF in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
TrueMark Investments, LLC	167,173	$2.55M
Walkner Condon Financial Advisors LLC	47,200	$720.3K
HRT Financial LP	31,850	$486.0K
Citadel Advisors LLC	28,032	$427.8K
Main Street Financial Solutions, LLC	24,954	$380.8K
GWN Securities Inc.	19,553	$296.0K
Marex Group plc	17,855	$272.5K
Gill Capital Partners, LLC	13,761	$210.0K
Kingswood Wealth Advisors, LLC	13,000	$198.4K
Independent Financial Group, LLC	10,768	$164.3K
Coppell Advisory Solutions LLC	7,163	$108.8K
ORG Partners LLC	6,698	$102.2K
Transcendent Capital Group LLC	5,000	$76.3K
Tucker Asset Management LLC	2,518	$38.4K
Oarsman Capital, Inc.	2,364	$36.1K
Fortitude Family Office, LLC	752	$11.5K
Allworth Financial LP	552	$8.52K
Transce3nd, LLC	327	$4.99K
Tower Research Capital LLC (TRC)	52	$794
FMR LLC	2	$31
Strategic Wealth Designers	51,927	–

Not filed for Q1 2025 yet (3)

Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GOF in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Lakeview Capital Partners, LLC	35,090	$535.5K
Global Retirement Partners, LLC	4,265	$65.1K
Oliver Lagore Vanvalin Investment Group	2,110	$32.2K