We are live on ! Find out more
GOF icon

Guggenheim Strategic Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$64.8M +$3.21M +203,184 +5%
UBS Group
2
UBS Group
Switzerland
$28.1M +$4.47M +283,118 +18%
LPL Financial
3
LPL Financial
California
$14.3M +$2.77M +175,404 +22%
Osaic Holdings
4
Osaic Holdings
Arizona
$14.2M +$3.8M +240,686 +33%
PCIA
5
Prime Capital Investment Advisors
Kansas
$12.8M +$1.05M +66,701 +8%
VCP
6
Verus Capital Partners
Arizona
$6.03M +$1.99M +125,760 +45%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.01M +$213K +13,474 +3%
Cohen & Steers
8
Cohen & Steers
New York
$5.92M -$395K -25,000 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.67M +$274K +17,333 +5%
CW
10
CreativeOne Wealth
Kansas
$5.64M +$1.45M +91,965 +32%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.37M +$511K +32,323 +10%
AWS
12
Atria Wealth Solutions
New York
$5.36M -$1.77M -112,267 -24%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.15M -$467K -29,551 -8%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$4.3M +$408K +25,837 +10%
Bank of America
15
Bank of America
North Carolina
$4.13M -$30.4K -1,921 -0.7%
RB
16
Richmond Brothers
Michigan
$3.86M +$32.2K +2,040 +0.8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.75M +$282K +17,820 +8%
Truist Financial
18
Truist Financial
North Carolina
$3.4M -$234K -14,813 -6%
PFA
19
Petra Financial Advisors
Colorado
$3.26M +$290K +18,354 +9%
BCA
20
Bay Colony Advisors
Massachusetts
$3.09M -$295K -18,686 -8%
BCM
21
Brookstone Capital Management
Illinois
$3.07M +$205K +13,001 +5%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.89M +$115K +7,283 +4%
SPC
23
Sigma Planning Corp
Michigan
$2.86M +$215K +13,601 +8%
MGWM
24
Marks Group Wealth Management
Minnesota
$2.84M
Wells Fargo
25
Wells Fargo
California
$2.84M -$32K -2,023 -1%