Skip to content
Disclosery

GOF GUGGENHEIM STRATEGIC OPPORTU

Follow

COM SBI (fund), issuer CIK 1380936

176 managers (176 13F filers) reported a position in GOF shares at 2025-03-31, 27,579,203 shares in all. 25 filers opened a position and 20 filers sold out during the quarter.

Managers
176
13F filers
176
New
25
Added
75
Reduced
37
Sold out
20
Shares held by filers
27,579,203

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY6,862,824$107M0.01%+116,40213F-HRTimelineGroup
LPL Financial LLC1,943,464$30.3M0.01%+231,22413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,572,690$24.5M2.45%+467,88913F-HR/ATimeline
UBS Group AGin group UBS Group AG1,472,594$22.9M0.01%+247,13813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,164,597$18.1M0.01%+527,63213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC796,438$12.4M0.04%+470,57113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.747,955$11.6M0.03%+145,26113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC727,283$11.3M0.13%+58,39413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC682,671$10.6M0.32%+85,83513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC671,083$10.4M0.01%+206,31213F-HRTimeline
Cambridge Investment Research Advisors,…644,809$10M0.03%+196,44713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA618,447$9.63M<0.01%+17,89313F-HR/ATimelineGroup
Cetera Investment Advisers606,509$9.44M0.02%+190,39313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/529,652$8.25M<0.01%-46,66513F-HRTimelineGroup
Secure Asset Management, LLC443,661$6.91M1.39%+96,69013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC427,909$6.66M<0.01%+76,07213F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.386,789$6.02M0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC263,437$4.1M0.01%+5,92413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…258,601$4.02M0.61%-8,01513F-HRTimeline
Atria Wealth Solutions, Inc.257,666$4.01M0.05%+152,72213F-HRTimeline
Richmond Brothers, Inc.230,200$3.58M2.27%-8,13813F-HRTimeline
Almanack Investment Partners, LLC.229,647$3.58M0.71%+148,97113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP221,818$3.45M0.01%+60,42613F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC218,204$3.4M0.48%-77013F-HRTimeline
Illumine Investment Management, LLC213,929$3.33M2.73%+40,46213F-HRTimeline
PETRA FINANCIAL ADVISORS INC213,305$3.32M2.72%-159,16013F-HRTimeline
Marks Group Wealth Management, Inc196,262$3.06M0.29%013F-HRTimeline
Integrated Wealth Concepts LLC186,214$2.9M0.03%+24,56813F-HRTimeline
WEDBUSH SECURITIES INC181,194$2.82M0.1%+1,49913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.179,925$2.8M0.01%+10,95113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…131,965$2.05M<0.01%+44,77013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…130,771$2.04M0.04%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC132,765$2.03M0.05%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…121,511$1.89M0.02%+20,92213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC117,867$1.84M0.39%new13F-HRTimeline
Founders Financial Alliance, LLC114,257$1.78M0.43%+8,05613F-HRTimeline
NewEdge Advisors, LLC105,200$1.64M0.01%-1,00113F-HRTimeline
Private Advisor Group, LLC98,830$1.54M0.01%-6,89313F-HRTimeline
Tennessee Valley Asset Management Partn…94,352$1.47M0.24%+14,71313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS92,057$1.43M<0.01%-85,63513F-HRTimeline
Mutual Advisors, LLC97,287$1.4M0.04%-9,00313F-HRTimeline
Retirement Planning Group, LLC88,130$1.37M0.06%+39,63113F-HRTimeline
Sovran Advisors, LLC91,269$1.31M0.17%-16,50213F-HRTimeline
Geneos Wealth Management Inc.82,629$1.29M0.02%+71,87913F-HRTimeline
Ausdal Financial Partners, Inc.78,542$1.22M0.09%+28,60313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.76,872$1.2M0.01%-43413F-HRTimeline
Sigma Planning Corp76,545$1.19M0.04%-82313F-HRTimeline
Dynamic Advisor Solutions LLC75,520$1.18M0.04%+4,54113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV74,544$1.16M<0.01%+39,07013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC72,020$1.12M<0.01%-97613F-HRTimelineGroup
PFG Investments, LLC71,920$1.12M0.07%-4613F-HRTimeline
CHOREO, LLC69,301$1.08M0.02%+12,26813F-HRTimeline
UMB Bank, n.a.69,122$1.08M0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brookstone Capital Managementin group Brookstone Capital Management64,930$1.01M0.01%-7213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…60,115$962K<0.01%013F-HR/ATimelineGroup
Garden State Investment Advisory Servic…57,556$896K0.29%+5,75713F-HRTimeline
Strategic Financial Concepts, LLC56,167$875K0.16%+33,16013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…54,246$845K0.31%+3,41913F-HRTimeline
Parisi Gray Wealth Management50,975$794K0.26%-5,20613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …49,966$778K0.01%+4,08313F-HRTimelineGroup
CoreCap Advisors, LLC46,776$728K0.03%+48213F-HRTimeline
Focus Financial Network, Inc.45,099$702K0.03%+3,23213F-HRTimeline
Fiduciary Alliance LLC44,875$699K0.07%new13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC44,504$693K0.32%+29,73313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP44,405$691K<0.01%+1,15913F-HRTimelineGroup
New England Private Wealth Advisors LLC44,327$690K0.11%new13F-HRTimeline
Capital Investment Advisory Services, L…43,550$678K0.06%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC43,183$672K<0.01%-25,70313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,128$672K0.01%+1,61313F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.41,140$641K0.01%-7,11013F-HRTimelineGroup
Sanctuary Advisors, LLC37,913$590K<0.01%+6013F-HRTimeline
Western Wealth Management, LLC35,711$556K0.04%-10613F-HRTimeline
Capital Market Strategies LLC35,270$549K0.37%-1,68013F-HRTimeline
Mallini Complete Financial Planning LLC35,064$546K0.52%+5,71513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC33,166$516K0.05%+9,83413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,506$491K<0.01%-213F-HRTimelineGroup
GPS Wealth Strategies Group, LLC31,504$491K0.07%013F-HRTimeline
Disciplined Investments, LLC31,500$490K0.23%-1,00013F-HRTimeline
Buska Wealth Management, LLC31,096$484K0.15%+6,94913F-HRTimeline
HighTower Advisors, LLC30,483$475K<0.01%+5,63313F-HRTimeline
B. Riley Wealth Advisors, Inc.30,172$470K0.01%-15,20413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,654$462K<0.01%-34913F-HRTimelineGroup
DAVENPORT & Co LLC27,654$431K<0.01%-16,97013F-HRTimeline
Compound Planning, Inc.27,591$430K0.02%+38113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.27,325$425K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC25,649$399K0.01%+43413F-HRTimeline
Jacobi Capital Management LLC24,839$387K0.03%+2,01213F-HRTimeline
JB Capital LLC24,704$385K0.02%+10613F-HRTimeline
AE Wealth Management LLC23,239$362K<0.01%+1,72713F-HRTimeline
David J Yvars Group22,263$346K0.27%-27,51713F-HRTimeline
Creative Planningin group Creative Planning22,217$346K<0.01%new13F-HRTimelineGroup
Semus Wealth Partners LLC21,826$340K0.24%-5,62813F-HRTimeline
Encompass More Asset Management21,615$337K0.1%-55813F-HRTimeline
IFG Advisory, LLC20,975$327K0.02%new13F-HRTimeline
Capital CS Group, LLC20,624$321K0.55%+67713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC20,195$314K0.01%+6,34913F-HRTimelineGroup
LANARK FINANCIAL, INC.20,123$313K0.03%+20,10613F-HRTimeline
Waverly Advisors, LLC19,855$309K<0.01%013F-HRTimeline
Patriot Financial Group Insurance Agenc…19,530$304K0.04%-13,57613F-HRTimeline
Wagner Wealth Management, LLC19,403$302K0.08%013F-HRTimeline
Smith Asset Management Co., LLC19,395$302K0.28%new13F-HRTimeline
Realta Investment Advisors19,383$302K0.14%+3,00013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…19,002$296K0.14%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC17,893$279K0.01%+4,22013F-HRTimeline
COMERICA BANK17,387$271K<0.01%-4,20313F-HRTimeline
IFP Advisors, Inc16,925$264K0.01%-122,78813F-HRTimeline
GREENBERG FINANCIAL GROUP23,572$260K0.11%13F-HRTimeline
J.W. COLE ADVISORS, INC.16,154$252K0.01%-14713F-HRTimeline
Vantage Financial Partners, LLC16,023$249K0.06%+4413F-HRTimeline
Perennial Investment Advisors, LLC15,979$249K0.03%013F-HRTimeline
Quad-Cities Investment Group, LLC15,655$244K0.12%-6,82613F-HRTimeline
WFA Asset Management Corp16,799$241K0.13%-14,41013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,412$240K0.02%-76813F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC14,941$233K0.13%+65613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,850$231K0.01%013F-HRTimelineGroup
NewEdge Wealth, LLC14,834$231K<0.01%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…14,539$226K0.01%013F-HRTimeline
Moloney Securities Asset Management, LLC14,266$222K0.03%new13F-HRTimeline
LVZ, Inc.14,209$221K0.03%013F-HRTimeline
Elm3 Financial Group, LLC13,677$213K0.19%+3213F-HRTimeline
HARBOUR INVESTMENTS, INC.13,643$212K0.01%-5,72913F-HRTimeline
Orion Porfolio Solutions, LLC13,101$204K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC13,101$204K<0.01%new13F-HR/ATimeline
Advisor Resource Council12,171$190K0.02%new13F-HRTimeline
Moors & Cabot, Inc.12,055$188K0.01%new13F-HRTimeline
TSFG, LLC11,891$185K0.04%+6,65013F-HRTimeline
Advisory Services Network, LLC11,760$183K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC11,339$177K<0.01%+9613F-HRTimeline
IHT Wealth Management, LLC11,303$176K0.01%+19913F-HRTimeline
Core Wealth Partners LLC10,979$171K0.1%013F-HRTimeline
&PARTNERS10,979$171K<0.01%+69713F-HRTimeline
Foundations Investment Advisors, LLC10,760$168K<0.01%+58413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,682$166K<0.01%+6,27413F-HRTimelineGroup
Altus Wealth Group LLC10,365$161K0.08%+24013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,546$161K0.01%013F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC10,204$159K0.08%new13F-HRTimeline
Gridiron Partners, LLC10,000$156K0.1%013F-HRTimeline
Uniting Wealth Partners, LLC10,000$156K0.08%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,708$151K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.7,550$118K0.01%-30113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC7,000$109K0.08%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,632$87.7K<0.01%+92913F-HRTimelineGroup
FSA Wealth Management LLC4,676$72.8K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,825$68K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC4,304$66.7K<0.01%+9813F-HRTimeline
EASTERN BANK4,073$63.4K<0.01%new13F-HRTimeline
MOTCO4,000$62.3K0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC4,000$62.3K0.05%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,654$56.9K0.02%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,563$55.4K<0.01%new13F-HR/ATimelineGroup
MAI Capital Management3,287$51.2K<0.01%+11913F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC3,016$48K0.04%+72413F-HRTimeline
Nova Wealth Management, Inc.2,940$45.8K0.04%013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,461$38.3K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC2,271$35.4K<0.01%+57613F-HRTimeline
PSI Advisors, LLC2,270$35.3K0.01%+82013F-HRTimeline
Garde Capital, Inc.2,258$35.2K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC1,983$30.9K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,500$23.4K0.01%013F-HRTimeline
Kentucky Trust Co1,500$23.4K0.01%013F-HRTimeline
Aventura Private Wealth, LLC1,300$20.2K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,275$20K0.01%+96013F-HRTimeline
Darwin Wealth Management, LLC750$11.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA713$11.1K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.677$10.5K<0.01%+2413F-HRTimeline
Gen-Wealth Partners Inc659$10.3K<0.01%013F-HRTimeline
MATHER GROUP, LLC.365$5.68K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners271$4.22K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\186$2.9K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc35$545<0.01%013F-HRTimeline
Bank & Trust Co32$498<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.26$405<0.01%013F-HRTimeline
Smartleaf Asset Management LLC6$105<0.01%013F-HRTimeline
DANSKE BANK A/S1$16<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$16<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.