Western Wealth Management, LLC
Position in GOF — Guggenheim Strategic Opportunities Fund
CIK 1767902
GOLDEN, CO
Position in GOF
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$649,000
-$132,867 QoQ
Shares Held
58,893
-3.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GOF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Western Wealth Management, LLC holds $33,870,679 across 140 Asset Management names. GOF ranks #11 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,211 | $5,011,469 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
150,731 | $3,676,329 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
147,117 | $2,443,613 | |
| 4 | BX |
Blackstone Inc.
|
18,167 | $2,089,023 | |
| 5 | RJF |
Raymond James Financial Inc
|
9,634 | $1,394,906 | |
| 6 | ARCC |
Ares Capital Corp
|
76,957 | $1,386,765 | |
| 7 | PDI |
PIMCO Dynamic Income Fund
|
78,341 | $1,340,413 | |
| 8 | KKR |
KKR & Co. Inc.
|
10,487 | $970,047 |
All Filings in GOF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $649,000 | 58,893 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $781,867 | 60,704 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $553,301 | 36,936 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $548,071 | 36,808 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $556,020 | 35,711 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $546,567 | 35,817 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $594,230 | 37,705 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $612,771 | 41,098 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $687,374 | 48,001 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $694,835 | 54,284 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,115,683 | 75,435 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,191,037 | 74,908 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $1,157,626 | 71,591 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $1,320,061 | 86,732 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,464,744 | 95,361 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||