Patriot Financial Group Insurance Agency, LLC
InsurancePosition in GOF — Guggenheim Strategic Opportunities Fund
CIK 1694883
Westborough, MA
Position in GOF
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$532,332
+$225,054 QoQ
Shares Held
48,306
+102.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GOF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Patriot Financial Group Insurance Agency, LLC holds $19,179,242 across 31 Asset Management names. GOF ranks #11 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
|
739,204 | $3,769,940 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
177,214 | $2,943,524 | |
| 3 | BLK |
BlackRock, Inc.
|
2,248 | $2,161,924 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,008 | $892,355 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
51,232 | $823,298 | |
| 6 | BX |
Blackstone Inc.
|
6,572 | $755,714 | |
| 7 | GLO |
Clough Global Opportunities Fund
|
110,204 | $613,836 | |
| 8 | CEE |
Central & Eastern Europe Fund, Inc.
|
31,768 | $581,354 |
All Filings in GOF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $532,332 | 48,306 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $307,278 | 23,857 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $354,876 | 23,690 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $298,678 | 20,059 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $304,082 | 19,530 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $505,197 | 33,106 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $511,049 | 32,427 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $513,157 | 34,417 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $478,359 | 33,405 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $414,886 | 32,413 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $444,868 | 30,079 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $335,442 | 21,097 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $324,046 | 20,040 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $221,724 | 14,568 | Shares | Sole | 2023-01-17 | |
| 2020-03-31 | $7,625 | 500 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||