We are live on ! Find out more
GOF icon

Guggenheim Strategic Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
Empirical Wealth Management
Washington
$229K – – –
CAM
102
Cresset Asset Management
Illinois
$227K +$15.2K +990 +7%
IFG
103
Independent Financial Group
California
$223K – – –
GCP
104
Gill Capital Partners
Colorado
$217K – – –
CAS
105
Coppell Advisory Solutions
Texas
$203K +$200K +13,000 New
USCWA
106
U.S. Capital Wealth Advisors
Texas
$189K – – –
CP
107
Covenant Partners
Tennessee
$186K +$181K +11,777 New
CAL
108
Capital Analysts LLC
Pennsylvania
$183K +$178K +11,609 New
ASN
109
Advisory Services Network
Georgia
$173K – – –
IWM
110
IHT Wealth Management
Illinois
$171K +$13.4K +872 +9%
GWM
111
Geneos Wealth Management
Colorado
$165K -$5.18K -337 -3%
SBIA
112
Sheaff Brock Investment Advisors
Indiana
$161K +$157K +10,188 New
AWG
113
Altus Wealth Group
Colorado
$160K +$156K +10,125 New
GP
114
Gridiron Partners
Pennsylvania
$158K – – –
SWM
115
Spire Wealth Management
Virginia
$153K – – –
NS
116
NBC Securities
Alabama
$128K +$107K +6,955 +566%
SS
117
Sunbelt Securities
Texas
$122K -$6.27K -408 -5%
OP
118
ORG Partners
Indiana
$104K -$19.2K -1,247 -16%
TFGT
119
TS Financial Group (TSFG)
Illinois
$83K – – –
LFG
120
Larson Financial Group
Missouri
$83K +$56.6K +3,682 +233%
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$76K – – –
Wells Fargo
122
Wells Fargo
California
$74.5K +$25.5K +1,662 +54%
FWM
123
FSA Wealth Management
Massachusetts
$73.7K +$71.9K +4,676 New
FFA
124
Farther Finance Advisors
California
$67.4K +$62.8K +4,084 +2,116%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$66.6K -$37.6K -2,444 -37%