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
$90.4M -$14.9M -1,135,746 -14%
LPL Financial
2
LPL Financial
California
$32.9M +$1.99M +151,730 +6%
VCP
3
Verus Capital Partners
Arizona
$30M +$702K +53,604 +2%
EPG
4
Estate Planners Group
Pennsylvania
$29.5M +$30M +2,292,778 New
UBS Group
5
UBS Group
Switzerland
$21.8M +$1.45M +111,064 +7%
BlackRock
6
BlackRock
New York
$20.9M +$21M +1,605,725 +10,425%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$19.3M +$9.16M +699,678 +88%
Invesco
8
Invesco
Georgia
$17M +$17.3M +1,322,981 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$16.2M +$748K +57,105 +5%
LSC
10
Logan Stone Capital
Illinois
$12.8M +$13M +990,476 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$12.7M +$2.89M +220,960 +29%
Osaic Holdings
12
Osaic Holdings
Arizona
$12.3M +$22.9K +1,748 +0.2%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$11.9M +$12.1M +927,245 New
CW
14
CreativeOne Wealth
Kansas
$11.6M +$1.04M +79,116 +10%
RCM
15
Rivernorth Capital Management
Florida
$10.5M +$10.6M +811,692 New
MML Investors Services
16
MML Investors Services
Massachusetts
$10.2M -$474K -36,203 -4%
Cohen & Steers
17
Cohen & Steers
New York
$9.94M +$5.7M +435,000 +129%
Truist Financial
18
Truist Financial
North Carolina
$9.88M +$4.48M +342,456 +81%
Raymond James Financial
19
Raymond James Financial
Florida
$9.42M +$316K +24,100 +3%
SAM
20
Secure Asset Management
Michigan
$7.03M +$956K +73,039 +15%
PFA
21
Petra Financial Advisors
Colorado
$5.9M +$32.6K +2,487 +0.5%
Bank of America
22
Bank of America
North Carolina
$5.9M -$609K -46,528 -9%
PCIA
23
Prime Capital Investment Advisors
Kansas
$5.43M -$259K -19,778 -4%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$5.23M +$482K +36,845 +10%
Jane Street
25
Jane Street
New York
$4.74M +$3.69M +281,482 +324%