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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.

Q2 2026 vs. Q1 2026

How the institutions holding Guggenheim Strategic Opportunities Fund changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of GOF: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2024212+14
Shares44.6M346.2K49.2M+4.94M (+11.2%)
Value$491.5M$3.81M$537.1M+$49.4M (+10.1%)

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to GOF in Q2 2026
InstitutionSharesValue% of portfolio
Advisory Solutions Group, LLC472,129$5.16M1.76%
Integrity Advisory Solutions, LLC252,389$2.76M0.28%
Gridiron Partners, LLC226,477$2.47M1.30%
IMC-Chicago, LLC217,872$2.38M0.02%
Quantinno Capital Management LP166,360$1.82M0.00%
IFG Advisory, LLC76,653$837.1K0.03%
Virtu Financial LLC75,659$826.0K0.03%
J.W. Cole Advisors, Inc.72,180$788.2K0.01%
StoneX Group Inc.54,497$595.3K0.02%
Turner Financial Group, Inc.50,317$549.5K0.55%
Stonebridge Financial Group, LLC47,687$520.0K0.07%
Clear Creek Financial Management, LLC36,457$398.1K0.03%
Glenmede Trust Co NA31,451$343.4K0.00%
Norden Group LLC22,109$241.4K0.02%
Avantax Planning Partners, Inc.21,726$237.2K0.01%
Landscape Capital Management, L.L.C.21,696$236.9K0.02%
Cerity Partners LLC19,800$216.2K0.00%
Alpine Global Management, LLC19,691$215.0K0.04%
Walkner Condon Financial Advisors LLC18,545$202.5K0.02%
Sage Capital Management, LLC16,600$181.3K0.07%
Boothbay Fund Management, LLC15,786$172.4K0.00%
TrueMark Investments, LLC15,486$169.1K0.02%
Marex Group plc14,580$159.2K0.00%
Triton Wealth Management, PLLC11,139$121.6K0.04%
Level Four Advisory Services, LLC10,803$118.0K0.00%
Global Retirement Partners, LLC10,537$115.1K0.00%
Clear Street Group Inc.7,272$79.4K0.00%
Atlantic Union Bankshares Corp4,204$45.9K0.00%
Allied Private Wealth LLC3,920$42.8K0.03%
Compass Financial Management LLC1,783$18.9K0.00%
First National Bank1,500$16.4K0.01%
Bessemer Group Inc1,123$12.0K0.00%
Institute for Wealth Management, LLC.855$9.34K0.00%
LifeSteps Financial, Inc.600$6.55K0.00%
Tower Research Capital LLC (TRC)75$8190.00%
JPMorgan Chase & Co11$1190.00%

Sold out (22)

Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q1 2026 and filed for Q2 2026 without it.

Not filed for Q2 2026 yet (4)

Institutions that held Guggenheim Strategic Opportunities Fund at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GOF in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
U.S. Capital Wealth Advisors, LLC316,813$3.49M
CWM, LLC15,635$172.3K
Sunbelt Securities, Inc.10,068$110.9K
Anfield Capital Management, LLC3,654$40.3K