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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.

Q4 2025 vs. Q3 2025

How the institutions holding Guggenheim Strategic Opportunities Fund changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of GOF: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders1862197+13
Shares32.2M28.8K43.0M+10.8M (+33.5%)
Value$480.8M$452.5K$553.3M+$73.0M (+15.2%)

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (39)

Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to GOF in Q4 2025
InstitutionSharesValue% of portfolio
Estate Planners Group, LLC2,292,778$29.5M12.80%
Invesco Ltd.1,322,981$17.0M0.00%
Logan Stone Capital, LLC990,476$12.8M3.15%
Thomas J. Herzfeld Advisors, Inc.927,245$11.9M4.04%
Rivernorth Capital Management, LLC811,692$10.5M0.49%
Kera Capital Partners, Inc.362,801$4.64M0.57%
Harpswell Capital Advisors, LLC198,923$2.56M2.03%
XTX Topco Ltd170,088$2.19M0.06%
Noble Wealth Management PBC132,565$1.71M0.86%
Keating Financial Advisory Services, Inc.118,128$1.52M0.21%
Z3 Capital Partners, LLC114,320$1.47M0.35%
TrueMark Investments, LLC109,842$1.41M0.27%
Quantinno Capital Management LP87,593$1.13M0.00%
Kovack Advisors, Inc.68,423$881.3K0.04%
Landscape Capital Management, L.L.C.61,187$788.1K0.05%
Marex Group plc54,682$704.3K0.01%
Nomura Holdings Inc34,129$439.6K0.00%
Greenberg Financial Group24,791$319.3K0.13%
Bauman Advisory Group, LLC20,660$266.1K0.21%
Two Sigma Securities, LLC19,610$252.6K0.03%
Northstar Asset Management Inc19,005$244.8K0.06%
Melfa Wealth Management, LLC17,950$231.2K0.13%
Virtu Financial LLC16,065$207.0K0.01%
Annex Advisory Services, LLC15,171$195.4K0.00%
Main Street Financial Solutions, LLC12,613$162.5K0.01%
Wealth Enhancement Advisory Services, LLC10,906$142.2K0.00%
BNP Paribas Arbitrage, SA9,351$120.4K0.00%
Triumph Capital Management8,285$106.7K0.02%
Wolverine Asset Management LLC3,038$39.1K0.00%
Cape Investment Advisory, Inc.2,230$28.7K0.01%
Allworth Financial LP1,761$22.7K0.00%
CWM, LLC1,500$19.0K0.00%
IFP Advisors, Inc1,285$16.6K0.00%
Assetmark, Inc1,056$13.6K0.00%
Roble, Belko & Company, Inc498$6.00K0.00%
McGuire Capital Advisors Inc300$3.86K0.00%
Ares Financial Consulting, LLC54$6940.00%
DV Trading LLC2$260.00%
Tidemark, LLC1$180.00%

Sold out (26)

Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q3 2025 and filed for Q4 2025 without it.

Not filed for Q4 2025 yet (2)

Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GOF in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
WFA Asset Management Corp27,038$426.1K
FSA Wealth Management LLC1,761$26.4K