We are live on ! Find out more
GOF icon

Guggenheim Strategic Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
101
Smith Asset Management
Florida
$302K +$301K +19,395 New
RIA
102
Realta Investment Advisors
Delaware
$302K +$46.6K +3,000 +18%
PWM
103
Prosperity Wealth Management
California
$296K +$295K +19,002 New
USCWA
104
U.S. Capital Wealth Advisors
Texas
$279K +$65.6K +4,220 +31%
Comerica Bank
105
Comerica Bank
Texas
$271K -$65.3K -4,203 -19%
IA
106
IFP Advisors
Florida
$264K -$1.91M -122,788 -88%
GFG
107
Greenberg Financial Group
Arizona
$260K +$366K +23,572 New
JWCA
108
J.W. Cole Advisors
Florida
$252K -$2.28K -147 -0.9%
VFPW
109
Vantage Financial Partners (Wisconsin)
Wisconsin
$249K +$684 +44 +0.3%
PIA
110
Perennial Investment Advisors
California
$249K – – –
QCIG
111
Quad-Cities Investment Group
Iowa
$244K -$106K -6,826 -30%
WAM
112
WFA Asset Management
Wisconsin
$241K -$224K -14,410 -46%
IAIM
113
International Assets Investment Management
Florida
$240K -$11.9K -768 -5%
VIPI
114
Vista Investment Partners II
Indiana
$233K +$10.2K +656 +5%
AWM
115
Apollon Wealth Management
South Carolina
$231K – – –
NW
116
NewEdge Wealth
Pennsylvania
$231K +$230K +14,834 New
EWM
117
Empirical Wealth Management
Washington
$226K – – –
MSAM
118
Moloney Securities Asset Management
Missouri
$222K +$222K +14,266 New
LI
119
LVZ Inc
Michigan
$221K – – –
EFG
120
Elm3 Financial Group
Georgia
$213K +$497 +32 +0.2%
HI
121
Harbour Investments
Wisconsin
$212K -$89K -5,729 -30%
BCI
122
Brinker Capital Investments
Pennsylvania
$204K +$204K +13,101 New
OPS
123
Orion Portfolio Solutions
Nebraska
$204K +$204K +13,101 New
ARC
124
Advisor Resource Council
Texas
$190K +$189K +12,171 New
MC
125
Moors & Cabot
Massachusetts
$188K +$187K +12,055 New