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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

150 hedge funds and large institutions have $337M invested in Guggenheim Strategic Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
60
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Secure Asset Management
Michigan
$4.96M
2
TI
TrueMark Investments
Illinois
$4.49M
3
VCP
Verus Capital Partners
Arizona
$7.88M
4
Bank of America
Bank of America
North Carolina
$6.14M
5
LPL Financial
LPL Financial
California
$19.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$7.8M
2
AWS
Atria Wealth Solutions
New York
$1.5M
3
HIC
Hartline Investment Corp
Illinois
$0
4
SWP
Significant Wealth Partners
Illinois
$0
5
PCIA
Prime Capital Investment Advisors
Kansas
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$2.8M +$671K +45,011 +31%
WS
27
Wedbush Securities
California
$2.49M +$179K +12,018 +8%
Truist Financial
28
Truist Financial
North Carolina
$2.24M -$117K -7,838 -5%
RJA
29
Raymond James & Associates
Florida
$2.16M +$183K +12,273 +9%
IWC
30
Integrated Wealth Concepts
Massachusetts
$2.11M -$38.7K -2,593 -2%
PS
31
Principal Securities
Iowa
$1.61M +$196K +13,173 +14%
PAG
32
Private Advisor Group
New Jersey
$1.58M -$181K -12,159 -10%
MA
33
Mutual Advisors
Nebraska
$1.56M +$260K +17,019 +20%
FFA
34
Founders Financial Alliance
North Carolina
$1.51M +$76.8K +5,153 +5%
AWS
35
Atria Wealth Solutions
New York
$1.5M -$4.52M -302,973 -75%
NA
36
NewEdge Advisors
Louisiana
$1.49M +$280K +18,800 +23%
SFS
37
Sowell Financial Services
Arkansas
$1.46M +$258K +17,321 +21%
Ameriprise
38
Ameriprise
Minnesota
$1.21M -$235K -15,768 -16%
SPIA
39
Steward Partners Investment Advisory
New York
$1.19M +$52.1K +3,491 +5%
SPC
40
Sigma Planning Corp
Michigan
$1.13M -$66.8K -4,478 -6%
AAS
41
Avantax Advisory Services
Texas
$1.11M +$70.3K +4,718 +7%
SIC
42
Samalin Investment Counsel
New York
$1.1M +$16.8K +1,126 +2%
BCM
43
Brookstone Capital Management
Illinois
$1.07M -$40.2K -2,651 -4%
TVAMP
44
Tennessee Valley Asset Management Partners
Tennessee
$929K +$26.3K +1,766 +3%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$926K -$4.18K -280 -0.4%
DAS
46
Dynamic Advisor Solutions
Arizona
$906K -$69.9K -4,686 -7%
PGWM
47
Parisi Gray Wealth Management
New Jersey
$838K – – –
DJYG
48
David J. Yvars Group
Florida
$836K -$18.9K -1,269 -2%
CL
49
Choreo LLC
Illinois
$798K +$38.3K +2,566 +5%
BRWA
50
B. Riley Wealth Advisors
Florida
$787K +$184K +12,315 +30%
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