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Guggenheim Strategic Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
151
Kingsview Wealth Management
Oregon
$154K +$33K +2,955 +26%
KPWS
152
Kestra Private Wealth Services
Texas
$153K
PFS
153
Prospera Financial Services
Texas
$152K +$37.2K +3,330 +31%
VEM
154
Vann Equity Management
Texas
$150K -$111K -9,971 -42%
PFGIA
155
Patriot Financial Group Insurance Agency
Massachusetts
$147K -$389K -34,868 -72%
Wells Fargo
156
Wells Fargo
California
$144K +$28.9K +2,586 +24%
IWM
157
IHT Wealth Management
Illinois
$142K +$18.8K +1,686 +15%
DWP
158
Daymark Wealth Partners
Ohio
$133K -$1.14K -102 -0.8%
KFA
159
Kapstone Financial Advisors
Ohio
$132K -$4.91K -440 -4%
WA
160
Waverly Advisors
Alabama
$125K -$89.2K -7,990 -41%
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$124K -$8.55K -766 -6%
TWM
162
Triton Wealth Management
Arizona
$122K +$124K +11,139 New
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$120K +$18K +1,610 +17%
Creative Planning
164
Creative Planning
Kansas
$119K -$73.5K -6,585 -38%
LFAS
165
Level Four Advisory Services
Texas
$118K +$121K +10,803 New
VIPI
166
Vista Investment Partners II
Indiana
$117K
GRP
167
Global Retirement Partners
California
$115K +$118K +10,537 New
LFG
168
Larson Financial Group
Missouri
$113K +$3.24K +290 +3%
UWP
169
Uniting Wealth Partners
Kansas
$109K
QL
170
Quarry LP
New York
$105K
HI
171
Harbour Investments
Wisconsin
$95.3K -$13.7K -1,225 -12%
TCM
172
Triumph Capital Management
Colorado
$92.1K +$7.82K +700 +9%
CS
173
Clear Street
New York
$79.4K +$81.2K +7,272 New
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$58.6K +$13.1K +1,176 +28%
MAS
175
MPWM Advisory Solutions
Georgia
$54.6K -$22.3K -2,000 -29%