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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

128 hedge funds and large institutions have $481M invested in Guggenheim Strategic Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
57
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RB
Richmond Brothers
Michigan
$6.75M
2
AWS
Atria Wealth Solutions
New York
$5.53M
3
CAN
Cetera Advisor Networks
California
$3.93M
4
PCIA
Prime Capital Investment Advisors
Kansas
$10.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$12.7M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.01M
2
Ameriprise
Ameriprise
Minnesota
$8.48M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.75M
4
Cohen & Steers
Cohen & Steers
New York
$7.12M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$186K -$852 -56 -0.5%
CPW
102
Catalyst Private Wealth
California
$176K -$43.4K -2,852 -20%
TFGT
103
TS Financial Group (TSFG)
Illinois
$167K +$15.3K +1,000 +10%
GIA
104
Gladstone Institutional Advisory
Florida
$156K -$5.33K -350 -3%
GWM
105
Geneos Wealth Management
Colorado
$134K +$198 +13 +0.1%
GRP
106
Global Retirement Partners
California
$120K +$152 +10 +0.1%
IA
107
IFP Advisors
Florida
$107K – – –
BFEC
108
Benjamin F. Edwards & Company
Missouri
$105K – – –
HNWAG
109
High Net Worth Advisory Group
Florida
$101K +$944 +62 +0.9%
CFD
110
Creative Financial Designs
Indiana
$98.7K -$13.9K -911 -12%
BAM
111
Belpointe Asset Management
Nevada
$84.9K -$46.4K -3,050 -35%
DWP
112
Destiny Wealth Partners
Florida
$59.7K – – –
SSC
113
Syverson Strege & Co
Iowa
$54.2K +$1.04K +68 +2%
SWM
114
Spire Wealth Management
Virginia
$42K -$47.5K -3,146 -53%
BCMLT
115
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.4K – – –
GI
116
Gradient Investments
Minnesota
$24.7K +$8.68K +570 +54%
WAM
117
WFA Asset Management
Wisconsin
$21.5K +$730 +48 +4%
USCWA
118
U.S. Capital Wealth Advisors
Texas
$15.8K +$15.8K +1,037 New
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$13.1K -$116K -7,646 -90%
MSCM
120
McElhenny Sheffield Capital Management
Texas
$11.8K +$11.8K +775 New
HBW
121
Hazlett, Burt & Watson
West Virginia
$9K – – –
AWM
122
Accurate Wealth Management
Florida
$8.17K +$8.17K +501 New
US Bancorp
123
US Bancorp
Minnesota
$2.83K -$16.4K -1,080 -85%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +148 New
PAG
125
Private Advisor Group
New Jersey
$1.82K +$49 +3,224 +3%
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5
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