Kestra Advisory Services, LLC - GUGGENHEIM STRATEGIC OPPORTU ownership

GUGGENHEIM STRATEGIC OPPORTU's ticker is GOF and the CUSIP is 40167F101. A total of 140 filers reported holding GUGGENHEIM STRATEGIC OPPORTU in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of GUGGENHEIM STRATEGIC OPPORTU
ValueSharesWeighting
Q2 2024$692,316
+12.3%
46,433
+7.9%
0.00%0.0%
Q1 2024$616,321
+45.8%
43,039
+30.3%
0.00%
+33.3%
Q4 2023$422,854
+95.4%
33,035
+125.7%
0.00%
+50.0%
Q3 2023$216,437
-18.8%
14,634
-12.7%
0.00%
-33.3%
Q2 2023$266,500
-24.8%
16,761
-23.5%
0.00%
-25.0%
Q1 2023$354,403
+1.5%
21,917
-4.5%
0.00%
+33.3%
Q4 2022$349,299
-99.9%
22,950
-54.2%
0.00%
-25.0%
Q3 2022$385,385,000
+103777.4%
50,094
+117.2%
0.00%0.0%
Q2 2022$371,000
+42.7%
23,060
+68.4%
0.00%
+33.3%
Q1 2022$260,000
+13.0%
13,693
+9.2%
0.00%
+50.0%
Q4 2021$230,000
+10.0%
12,544
+15.0%
0.00%0.0%
Q3 2021$209,000
+4.0%
10,908
+17.7%
0.00%0.0%
Q2 2021$201,000
-1.5%
9,269
-12.3%
0.00%0.0%
Q4 2020$204,000
-99.9%
10,574
-26.8%
0.00%
-60.0%
Q3 2020$254,000,00014,4490.01%
Other shareholders
GUGGENHEIM STRATEGIC OPPORTU shareholders Q1 2024
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