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 2026 vs. Q4 2025

How the institutions holding Guggenheim Strategic Opportunities Fund changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of GOF: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	197	5	202	+10
Shares	43.0M	115.3K	44.6M	+1.75M (+4.1%)
Value	$553.3M	$1.49M	$491.5M	−$60.3M (−10.9%)

5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to GOF in Q1 2026
Institution	Shares	Value	% of portfolio
Significant Wealth Partners LLC	158,176	$1.74M	2.15%
Readystate Asset Management LP	91,531	$1.01M	0.06%
Strategic Financial Concepts, LLC	50,164	$552.8K	0.14%
New England Private Wealth Advisors LLC	43,327	$477.5K	0.06%
Mariner, LLC	32,942	$363.0K	0.00%
Fifth Third Bancorp	28,475	$313.8K	0.00%
CI Private Wealth, LLC	26,041	$287.0K	0.00%
Vann Equity Management LLC	23,672	$260.9K	0.19%
Absolute Investment Advisers LLC	23,100	$254.6K	0.03%
Arkadios Wealth Advisors	20,968	$231.1K	0.00%
HRT Financial LP	19,443	$214.0K	0.00%
Silverleafe Capital Partners, LLC	16,987	$187.2K	0.06%
Susquehanna International Group, LLP	16,160	$178.1K	0.00%
Fisher Asset Management, LLC	15,126	$166.7K	0.00%
Gladstone Institutional Advisory LLC	11,558	$127.4K	0.00%
IHT Wealth Management, LLC	11,335	$124.9K	0.00%
Ameritas Advisory Services, LLC	11,312	$124.7K	0.00%
Prospera Financial Services Inc	10,608	$116.9K	0.00%
Uniting Wealth Partners, LLC	10,000	$110.2K	0.02%
Quarry LP	9,623	$106.0K	0.02%
Advisory Services Network, LLC	5,569	$61.4K	0.00%
Peterson Wealth Management	4,588	$50.6K	0.03%
Gill Capital Partners, LLC	2,942	$32.4K	0.01%
Central Trust Co	2,500	$27.6K	0.00%
Jones Financial Companies LLLP	2,000	$21.2K	0.00%
North Star Investment Management Corp.	1,000	$11.0K	0.00%
Advisors Asset Management, Inc.	550	$6.06K	0.00%
GHP Investment Advisors, Inc.	515	$5.68K	0.00%
Beaird Harris Wealth Management, LLC	412	$4.54K	0.00%
Mather Group, LLC.	365	$4.02K	0.00%
Bollard Group LLC	399	$4.00K	0.00%
Salem Investment Counselors Inc	250	$2.75K	0.00%
Osbon Capital Management LLC	242	$2.67K	0.00%
Danske Bank A/S	3	$33	0.00%

Sold out (24)

Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of GOF in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
TrueMark Investments, LLC	109,842	$1.41M
IFG Advisory, LLC	95,343	$1.23M
Great Valley Advisor Group, Inc.	90,270	$1.16M
Quantinno Capital Management LP	87,593	$1.13M
J.W. Cole Advisors, Inc.	76,193	$936.6K
Landscape Capital Management, L.L.C.	61,187	$788.1K
Marex Group plc	54,682	$704.3K
Colony Group, LLC	46,290	$680.2K
Buska Wealth Management, LLC	38,013	$489.6K
Brinker Capital Investments, LLC	34,598	$445.6K
Presper Financial Architects, LLC	27,749	$357.4K
Bauman Advisory Group, LLC	20,660	$266.1K
Two Sigma Securities, LLC	19,610	$252.6K
Virtu Financial LLC	16,065	$207.0K
Altus Wealth Group LLC	10,092	$130.0K
Elm3 Financial Group, LLC	10,026	$129.1K
Gridiron Partners, LLC	10,000	$128.8K
Cape Investment Advisory, Inc.	2,230	$28.7K
Allworth Financial LP	1,761	$22.7K
Strategic Advocates LLC	1,106	$14.2K
Parallel Advisors, LLC	930	$12.0K
Darwin Advisors, LLC	750	$9.66K
Ares Financial Consulting, LLC	54	$694
DV Trading LLC	2	$26

Not filed for Q1 2026 yet (5)

Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GOF in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Prosperity Wealth Management, Inc.	33,416	$430.4K
Comerica Bank	29,629	$381.6K
Greenberg Financial Group	24,791	$319.3K
Global Retirement Partners, LLC	23,634	$304.4K
CIBC Private Wealth Group, LLC	3,826	$49.3K