Integrated Wealth Concepts LLC - GUGGENHEIM STRATEGIC OPPORTU ownership

GUGGENHEIM STRATEGIC OPPORTU's ticker is GOF and the CUSIP is 40167F101. A total of 125 filers reported holding GUGGENHEIM STRATEGIC OPPORTU in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of GUGGENHEIM STRATEGIC OPPORTU
ValueSharesWeighting
Q3 2023$2,065,901
+14.4%
139,682
+22.9%
0.04%
+16.1%
Q2 2023$1,806,636
+130061.1%
113,625
+32.4%
0.03%
+6.9%
Q1 2023$1,388
+36.1%
85,823
+28.0%
0.03%
+3.6%
Q4 2022$1,020
-99.9%
67,028
+26.9%
0.03%
+7.7%
Q3 2022$811,000
+76.3%
52,832
+85.0%
0.03%
+85.7%
Q2 2022$460,00028,5630.01%
Other shareholders
GUGGENHEIM STRATEGIC OPPORTU shareholders Q3 2023
NameSharesValueWeighting ↓
USCA RIA LLC 162,760$3,110,0000.52%
GIRARD SECURITIES, INC. 15,028$287,0000.29%
Mosaic Family Wealth, LLC 16,948$324,0000.15%
Glassman Wealth Services 8,600$164,0000.14%
Sigma Planning Corp 50,176$959,0000.11%
WFG Advisors, LP 13,804$264,0000.07%
WealthPLAN Partners, LLC 7,015$135,390,0000.04%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 4,754$90,0000.04%
GUGGENHEIM CAPITAL LLC 544,542$10,406,0000.03%
NATIONAL PLANNING CORP 17,125$329,0000.03%
View complete list of GUGGENHEIM STRATEGIC OPPORTU shareholders