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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.

13F holders, Q2 2026

Institutional positions in Guggenheim Strategic Opportunities Fund as of Jun 30, 2026. 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
212
+14 vs. Q1 2026
Shares held
49.2M
+4.94M (+11.2%) vs. Q1 2026
Total value
$537.1M
+$49.4M (+10.1%) vs. Q1 2026
New holders
36
89 more added
Sold out
22
55 more reduced

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 212 institutions
Q1 2021: 74 institutionsQ2 2021: 76 institutionsQ3 2021: 84 institutionsQ4 2021: 116 institutionsQ1 2022: 125 institutionsQ2 2022: 122 institutionsQ3 2022: 123 institutionsQ4 2022: 131 institutionsQ1 2023: 128 institutionsQ2 2023: 124 institutionsQ3 2023: 128 institutionsQ4 2023: 139 institutionsQ1 2024: 141 institutionsQ2 2024: 153 institutionsQ3 2024: 154 institutionsQ4 2024: 174 institutionsQ1 2025: 176 institutionsQ2 2025: 175 institutionsQ3 2025: 186 institutionsQ4 2025: 197 institutionsQ1 2026: 202 institutionsQ2 2026: 212 institutions
Value heldQ2 2026: $537.1M
Q1 2021: $142.0MQ2 2021: $149.1MQ3 2021: $155.3MQ4 2021: $282.8MQ1 2022: $268.5MQ2 2022: $228.2MQ3 2022: $236.1MQ4 2022: $255.0MQ1 2023: $270.2MQ2 2023: $284.8MQ3 2023: $280.5MQ4 2023: $275.7MQ1 2024: $326.8MQ2 2024: $337.7MQ3 2024: $368.5MQ4 2024: $365.9MQ1 2025: $428.2MQ2 2025: $419.3MQ3 2025: $480.8MQ4 2025: $553.3MQ1 2026: $491.5MQ2 2026: $537.1M
Institutions holding GOF and their total value by quarter
QuarterHoldersValue
Q2 2026212$537.1M
Q1 2026202$491.5M
Q4 2025197$553.3M
Q3 2025186$480.8M
Q2 2025175$419.3M
Q1 2025176$428.2M
Q4 2024174$365.9M
Q3 2024154$368.5M
Q2 2024153$337.7M
Q1 2024141$326.8M
Q4 2023139$275.7M
Q3 2023128$280.5M
Q2 2023124$284.8M
Q1 2023128$270.2M
Q4 2022131$255.0M
Q3 2022123$236.1M
Q2 2022122$228.2M
Q1 2022125$268.5M
Q4 2021116$282.8M
Q3 202184$155.3M
Q2 202176$149.1M
Q1 202174$142.0M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Guggenheim Strategic Opportunities Fund; share changes are against Q1 2026.

Institutions holding GOF in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
McGuire Capital Advisors Inc300$3.28K0.00%00.0%Unchanged
Highline Wealth Partners LLC230$2.51K0.00%00.0%Unchanged
Huntington National Bank–$2.19K0.00%––
Tower Research Capital LLC (TRC)75$8190.00%+75New
Financial Perspectives, Inc35$3820.00%00.0%Unchanged
Bank & Trust Co32$3490.00%00.0%Unchanged
Farther Finance Advisors, LLC26$2840.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.26$2840.00%00.0%Unchanged
JPMorgan Chase & Co11$1190.00%+11New
Tidemark, LLC1$160.00%00.0%Unchanged
Citigroup Inc1$110.00%00.0%Unchanged
Kozak & Associates, Inc.1$100.00%−1,296−99.9%Reduced
Illumine Investment Management, LLC0$00.00%−227,556−100.0%Sold out
Jane Street Group, LLC0$00.00%−60,200−100.0%Sold out
CI Private Wealth, LLC0$00.00%−26,041−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−20,968−100.0%Sold out
Stratos Wealth Partners, LTD.0$00.00%−16,088−100.0%Sold out
Garden State Investment Advisory Services LLC0$00.00%−15,428−100.0%Sold out
Fisher Asset Management, LLC0$00.00%−15,126−100.0%Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0$00.00%−14,539−100.0%Sold out
Annex Advisory Services, LLC0$00.00%−14,370−100.0%Sold out
LVZ Advisors, Inc.0$00.00%−12,682−100.0%Sold out
Gladstone Institutional Advisory LLC0$00.00%−11,558−100.0%Sold out
Core Wealth Partners LLC0$00.00%−10,979−100.0%Sold out
Advisory Services Network, LLC0$00.00%−5,569−100.0%Sold out
Central Trust Co0$00.00%−2,500−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−2,461−100.0%Sold out
Kentucky Trust Co0$00.00%−1,500−100.0%Sold out
Pin Oak Investment Advisors Inc0$00.00%−903−100.0%Sold out
GHP Investment Advisors, Inc.0$00.00%−515−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−412−100.0%Sold out
MAI Capital Management0$00.00%−246−100.0%Sold out
Osbon Capital Management LLC0$00.00%−242−100.0%Sold out
Danske Bank A/S0$00.00%−3−100.0%Sold out
U.S. Capital Wealth Advisors, LLC––––Not filed
CWM, LLC––––Not filed
Sunbelt Securities, Inc.––––Not filed
Anfield Capital Management, LLC––––Not filed