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 2025 vs. Q1 2025
How the institutions holding Guggenheim Strategic Opportunities Fund changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 176 | 2 | 175 | +1 |
| Shares | 27.5M | 16.0K | 28.2M | +709.6K (+2.6%) |
| Value | $428.2M | $249.8K | $419.3M | −$8.62M (−2.0%) |
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Presper Financial Architects, LLC | 50,550 | $753.0K | 0.56% |
| Kestra Private Wealth Services, LLC | 17,597 | $262.0K | 0.00% |
| Global Retirement Partners, LLC | 14,510 | $216.1K | 0.01% |
| Fisher Asset Management, LLC | 13,964 | $207.9K | 0.00% |
| Daymark Wealth Partners, LLC | 12,301 | $183.2K | 0.01% |
| Kapstone Financial Advisors LLC | 11,070 | $164.8K | 0.08% |
| Kingsview Wealth Management, LLC | 11,030 | $164.2K | 0.00% |
| Beacon Financial Advisory LLC | 10,296 | $153.3K | 0.04% |
| Canal Capital Management, LLC | 64,252 | $64.3K | 0.01% |
| Country Trust Bank | 4,000 | $59.6K | 0.00% |
| Oliver Lagore Vanvalin Investment Group | 2,110 | $32.9K | 0.01% |
| Iron Horse Wealth Management, LLC | 2,006 | $29.9K | 0.01% |
| Newbridge Financial Services Group, Inc. | 325 | $4.84K | 0.00% |
| Total Investment Management Inc | 79 | $1.18K | 0.00% |
Sold out (13)
Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Tennessee Valley Asset Management Partners | 94,352 | $1.47M |
| Thrivent Financial for Lutherans | 60,115 | $962.0K |
| Greenberg Financial Group | 23,572 | $259.8K |
| NewEdge Wealth, LLC | 14,834 | $231.0K |
| Advisor Resource Council | 12,171 | $189.5K |
| Advisory Services Network, LLC | 11,760 | $183.1K |
| Motco | 4,000 | $62.3K |
| Jones Financial Companies LLLP | 3,563 | $55.4K |
| PSI Advisors, LLC | 2,270 | $35.3K |
| ZRC Wealth Management, LLC | 1,500 | $23.4K |
| Aventura Private Wealth, LLC | 1,300 | $20.2K |
| Mather Group, LLC. | 365 | $5.68K |
| Danske Bank A/S | 1 | $16 |
Not filed for Q2 2025 yet (2)
Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Orion Portfolio Solutions, LLC | 13,101 | $204.0K |
| Nova Wealth Management, Inc. | 2,940 | $45.8K |