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Guggenheim Strategic Opportunities Fund
GOF

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$89.7M +$13.5M +1,116,788 +16%
LPL Financial
2
LPL Financial
California
$27.7M -$418K -34,632 -1%
VCP
3
Verus Capital Partners
Arizona
$27.3M +$1.84M +152,724 +7%
EPG
4
Estate Planners Group
Pennsylvania
$26.1M +$939K +77,837 +3%
UBS Group
5
UBS Group
Switzerland
$21.1M +$2.71M +224,953 +13%
RCM
6
Rivernorth Capital Management
Florida
$20.8M +$13M +1,076,643 +133%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$16.2M -$344K -28,471 -2%
Invesco
8
Invesco
Georgia
$16.1M +$1.63M +134,810 +10%
LSC
9
Logan Stone Capital
Illinois
$14.3M +$3.72M +308,627 +31%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$13.8M -$118K -9,744 -0.8%
Cohen & Steers
11
Cohen & Steers
New York
$13.5M +$5.43M +450,000 +58%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$12.6M +$1.97M +163,619 +17%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.8M +$1.37M +113,494 +12%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$11.2M +$1.06M +88,155 +10%
CW
15
CreativeOne Wealth
Kansas
$10.4M +$575K +47,650 +5%
MML Investors Services
16
MML Investors Services
Massachusetts
$9.28M +$565K +46,787 +6%
Raymond James Financial
17
Raymond James Financial
Florida
$8.59M +$582K +48,219 +7%
SAM
18
Secure Asset Management
Michigan
$6.87M +$940K +77,904 +14%
Bank of America
19
Bank of America
North Carolina
$6.65M +$1.76M +145,498 +32%
Truist Financial
20
Truist Financial
North Carolina
$6.22M -$2.44M -202,476 -26%
PFA
21
Petra Financial Advisors
Colorado
$5.17M +$133K +11,063 +2%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.63M +$168K +13,957 +3%
HCA
23
Harpswell Capital Advisors
Maine
$3.61M +$1.55M +128,694 +65%
USCWA
24
U.S. Capital Wealth Advisors
Texas
$3.49M +$122K +10,070 +3%
XT
25
XTX Topco
Cayman Islands
$3.06M +$1.3M +108,013 +64%
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