We are live on ! Find out more
GOF icon

Guggenheim Strategic Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$107K – – –
HNWAG
102
High Net Worth Advisory Group
Florida
$105K +$921 +52 +0.8%
BAM
103
Belpointe Asset Management
Nevada
$100K +$886 +50 +0.8%
SWM
104
Spire Wealth Management
Virginia
$95K -$57.8K -3,262 -36%
SWM
105
SeaCrest Wealth Management
New York
$76K +$84K +4,741 New
AIP
106
Ahrens Investment Partners
Louisiana
$64K +$70.9K +4,000 New
DWP
107
Destiny Wealth Partners
Florida
$63K -$45.6K -2,575 -40%
AW
108
ACG Wealth
Georgia
$60K +$66.1K +3,731 New
SSC
109
Syverson Strege & Co
Iowa
$55K +$1.01K +57 +2%
BCMLT
110
Beacon Capital Management LLC (Tennessee)
Tennessee
$38K – – –
SAM
111
Strategic Asset Management
Minnesota
$38K – – –
CCM
112
Chilton Capital Management
Texas
$32K +$35.4K +2,000 New
CP
113
Castleview Partners
Texas
$21.9K -$497K -28,041 -99%
WAM
114
WFA Asset Management
Wisconsin
$21.3K +$691 +39 +3%
US Bancorp
115
US Bancorp
Minnesota
$20K – – –
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.84K +386 New
First Manhattan
117
First Manhattan
New York
$6K +$6.96K +393 New
Northern Trust
118
Northern Trust
Illinois
$5K – – –
UB
119
UMB Bank
Missouri
$3K – – –
EIP
120
Ellis Investment Partners
Pennsylvania
$2K +$71 +4 +3%
Citigroup
121
Citigroup
New York
$1K +$886 +50 +5,000%
FP
122
Financial Perspectives
Minnesota
$563 – – –
CCP
123
Clough Capital Partners
Massachusetts
– -$1.53M -80,512 Closed
CP
124
Camelot Portfolios
Ohio
– -$1.08M -56,698 Closed
MW
125
Marcum Wealth
Ohio
– -$407K -21,424 Closed