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.
13F holders, Q4 2025
Institutional positions in Guggenheim Strategic Opportunities Fund as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 197
- +13 vs. Q3 2025
- Shares held
- 43.0M
- +10.8M (+33.5%) vs. Q3 2025
- Total value
- $553.3M
- +$73.0M (+15.2%) vs. Q3 2025
- New holders
- 39
- 72 more added
- Sold out
- 26
- 58 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GOF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 212 | $537.1M |
| Q1 2026 | 202 | $491.5M |
| Q4 2025 | 197 | $553.3M |
| Q3 2025 | 186 | $480.8M |
| Q2 2025 | 175 | $419.3M |
| Q1 2025 | 176 | $428.2M |
| Q4 2024 | 174 | $365.9M |
| Q3 2024 | 154 | $368.5M |
| Q2 2024 | 153 | $337.7M |
| Q1 2024 | 141 | $326.8M |
| Q4 2023 | 139 | $275.7M |
| Q3 2023 | 128 | $280.5M |
| Q2 2023 | 124 | $284.8M |
| Q1 2023 | 128 | $270.2M |
| Q4 2022 | 131 | $255.0M |
| Q3 2022 | 123 | $236.1M |
| Q2 2022 | 122 | $228.2M |
| Q1 2022 | 125 | $268.5M |
| Q4 2021 | 116 | $282.8M |
| Q3 2021 | 84 | $155.3M |
| Q2 2021 | 76 | $149.1M |
| Q1 2021 | 74 | $142.0M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Guggenheim Strategic Opportunities Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| New England Private Wealth Advisors LLC | 0 | $0 | 0.00% | −43,327−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −31,504−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −25,943−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −21,383−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −14,970−100.0% | Sold out |
| Semus Wealth Partners LLC | 0 | $0 | 0.00% | −14,486−100.0% | Sold out |
| Vantage Financial Partners, LLC | 0 | $0 | 0.00% | −12,951−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −11,374−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −11,336−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −10,876−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Beacon Financial Advisory LLC | 0 | $0 | 0.00% | −10,296−100.0% | Sold out |
| Uniting Wealth Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5,625−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Aspect Partners, LLC | 0 | $0 | 0.00% | −1,809−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −843−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| WFA Asset Management Corp | – | – | – | – | Not filed |
| FSA Wealth Management LLC | – | – | – | – | Not filed |