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Guggenheim Strategic Opportunities Fund

Institutional holders · 13F as of Dec 31, 2025

202 holders

HolderValueShares% of shares
MPWM ADVISORY SOLUTIONS, LLC$90.2K7,000—
BNP PARIBAS FINANCIAL MARKETS$103.0K9,351—
Triumph Capital Management$106.7K8,285—
HARBOUR INVESTMENTS, INC.$122.1K9,478—
WELLS FARGO & COMPANY/MN$123.3K9,571—
Gridiron Partners, LLC$128.8K10,000—
Elm3 Financial Group, LLC$129.1K10,026—
Altus Wealth Group LLC$130.0K10,092—
Kapstone Financial Advisors LLC$132.5K12,130—
Core Wealth Partners LLC$141.4K10,979—
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$142.2K10,906—
Kingsview Wealth Management, LLC$143.8K11,166—
DAYMARK WEALTH PARTNERS, LLC$158.4K12,301—
LVZ, Inc.$163.3K12,682—
NOMURA HOLDINGS INC$165.3K15,000—
Quad-Cities Investment Group, LLC$169.3K13,145—
Creative Planning$176.1K13,669—
CoreCap Advisors, LLC$177.3K13,764—
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$187.3K14,539—
Annex Advisory Services, LLC$195.4K15,171—
FOUNDATIONS INVESTMENT ADVISORS, LLC$197.4K15,327—
KESTRA PRIVATE WEALTH SERVICES, LLC$206.6K16,044—
VISTA INVESTMENT PARTNERS II, LLC$209.2K16,242—
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$216.6K16,814—
Main Street Financial Solutions, LLC$223.0K20,418—
MELFA WEALTH MANAGEMENT, INC.$231.2K17,950—
Ausdal Financial Partners, Inc.$232.2K18,025—
FIRETHORN WEALTH PARTNERS, LLC$232.4K18,042—
Waverly Advisors, LLC$240.8K18,697—
Moors & Cabot, Inc.$240.9K18,705—
NORTHSTAR ASSET MANAGEMENT INC$244.8K19,005—
TWO SIGMA SECURITIES, LLC$252.6K19,610—
Wagner Wealth Management, LLC$253.7K19,698—
ABSOLUTE INVESTMENT ADVISERS, LLC$254.6K23,100—
HighTower Advisors, LLC$263.3K20,445—
Bauman Advisory Group, LLC$266.1K20,660—
United Advisor Group, LLC$277.3K21,532—
NBC SECURITIES, INC.$278.8K21,643—
David J Yvars Group$278.9K21,693—
Stratos Wealth Partners, LTD.$289.9K22,511—
B. Riley Wealth Advisors, Inc.$295.4K22,939—
Wolverine Asset Management, LLC$295.7K26,837—
PENSION & WEALTH MANAGEMENT ADVISORS, INC.$296.7K27,170—
Global Retirement Partners, LLC$304.4K23,634—
Rockefeller Capital Management L.P.$304.6K23,646—
Disciplined Investments, LLC$305.3K27,956—
Patriot Financial Group Insurance Agency, LLC$307.3K23,857—
Perennial Investment Advisors, LLC$315.0K24,460—
GREENBERG FINANCIAL GROUP$319.3K24,791—
JB Capital LLC$333.4K25,886—
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