Founders Financial Alliance, LLC

Position in GOF — Guggenheim Strategic Opportunities Fund

CIK 1832190 RALEIGH, NC

Position in GOF

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,321,672

-$180,393 QoQ

Shares Held

119,934

+2.8% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Founders Financial Alliance, LLC holds $13,598,092 across 38 Asset Management names. GOF ranks #1 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOF	Guggenheim Strategic Opportunities Fund This page	119,934	$1,321,672
2	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	38,543	$946,230
3	OXLC	Oxford Lane Capital Corp.	91,622	$896,063
4	BME	BlackRock Health Sciences Trust	19,329	$744,359
5	NEA	Nuveen AMT-Free Quality Municipal Income Fund	64,839	$728,141
6	ACP	abrdn Income Credit Strategies Fund	140,492	$716,509
7	BCIC	BCP Investment Corp	83,017	$624,287
8	ARCC	Ares Capital Corp	34,333	$618,680

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,321,672	119,934	+2.8%	Shares	Sole	2026-05-11
2025-12-31	$1,502,065	116,620	+0.1%	Shares	Sole	2026-02-12
2025-09-30	$1,745,214	116,503	+3.9%	Shares	Sole	2025-11-07
2025-06-30	$1,670,226	112,171	-1.8%	Shares	Sole	2025-08-12
2025-03-31	$1,778,981	114,257	+7.6%	Shares	Sole	2025-05-12
2024-12-31	$1,620,627	106,201	-5.5%	Shares	Sole	2025-02-07
2024-09-30	$1,771,219	112,387	+11.3%	Shares	Sole	2024-11-01
2024-06-30	$1,505,820	100,994	+5.4%	Shares	Sole	2024-08-26
2024-03-31	$1,372,443	95,841	+46.1%	Shares	Sole	2024-05-14
2023-12-31	$839,411	65,579	+1.4%	Shares	Sole	2024-02-09
2023-09-30	$956,395	64,665	-5.2%	Shares	Sole	2023-11-13
2023-06-30	$1,084,825	68,228	+8.1%	Shares	Sole	2023-08-11
2023-03-31	$1,021,006	63,142	-53.6%	Shares	Sole	2023-05-15
2022-12-31	$2,071,031	136,073	+2.8%	Shares	Sole	2023-02-15
2022-09-30	$2,032,496	132,324	+47.4%	Shares	Sole	2022-11-14
2022-06-30	$1,444,093	89,751	-21.7%	Shares	Sole	2022-08-15
2022-03-31	$2,178,812	114,614	+112.7%	Shares	Sole	2022-05-12
2021-12-31	$987,136	53,883	-6.4%	Shares	Sole	2022-02-14
2021-09-30	$1,102,541	57,574	+93.3%	Shares	Sole	2021-11-15
2021-06-30	$645,673	29,782	+19.7%	Shares	Sole	2021-08-02
2021-03-31	$522,189	24,878	+75.6%	Shares	Sole	2021-05-14
2020-12-31	$274,801	14,165	+6.0%	Shares	Sole	2021-02-04
2020-09-30	$235,224	13,365	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.