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Guggenheim Strategic Opportunities Fund

Institutional holders · 13F as of Dec 31, 2025

202 holders

HolderValueShares% of shares
Roble, Belko & Company, Inc$6498—
PIN OAK INVESTMENT ADVISORS INC$10903—
HUNTINGTON NATIONAL BANK$131—
CITIGROUP INC$131—
Tidemark, LLC$181—
CWM, LLC$191,500—
DV Trading LLC$262—
HAZLETT, BURT & WATSON, INC.$312,455—
DANSKE BANK A/S$473—
TSFG, LLC$14811,516—
Virtu Financial LLC$20716,065—
Marshall & Sterling Wealth Advisors Inc.$33526—
Bank & Trust Co$41232—
Financial Perspectives, Inc$45135—
Capital Analysts, LLC$46135,829—
Ares Financial Consulting, LLC$69454—
THRIVENT FINANCIAL FOR LUTHERANS$98576,799—
Cambridge Investment Research Advisors, Inc.$2.0K154,281—
WEDBUSH SECURITIES INC$2.0K185,392—
MAI Capital Management$2.7K246—
HIGHLINE WEALTH PARTNERS LLC$3.2K250—
MCGUIRE CAPITAL ADVISORS INC$3.9K300—
Janney Montgomery Scott LLC$4.6K420,263—
Advisors Asset Management, Inc.$6.1K550—
Gen-Wealth Partners Inc$8.5K659—
Spire Wealth Management$9.3K722—
AMERIFLEX GROUP, INC.$9.6K743—
Darwin Wealth Management, LLC$9.7K750—
North Star Investment Management Corporation$11.0K1,000—
Parallel Advisors, LLC$12.0K930—
Cohen & Steers, Inc.$13.5K1,221,789—
Strategic Advocates LLC$14.2K1,106—
ASSETMARK, INC$14.5K1,318—
Kozak & Associates, Inc.$16.0K1,239—
IFP Advisors, Inc$16.6K1,285—
Kentucky Trust Co$19.3K1,500—
Farther Finance Advisors, LLC$20.0K1,552—
Aventura Private Wealth, LLC$20.2K1,300—
Allworth Financial LP$22.7K1,761—
Cape Investment Advisory, Inc.$28.7K2,230—
Arax Advisory Partners$29.3K2,277—
EverSource Wealth Advisors, LLC$31.7K2,461—
Nova Wealth Management, Inc.$37.9K2,940—
COUNTRY TRUST BANK$44.1K4,000—
EASTERN BANK$44.9K4,073—
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$46.2K4,188—
Anfield Capital Management, LLC$47.1K3,654—
CIBC Private Wealth Group LLC$49.3K3,826—
Sunbelt Securities, Inc.$71.6K5,559—
Larson Financial Group LLC$87.3K6,779—
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