Significant Wealth Partners LLC
Position in GOF — Guggenheim Strategic Opportunities Fund
CIK 1964680
CARY, IL
Position in GOF
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,743,099
-$2,219,975 QoQ
Shares Held
158,176
-42.8% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
2.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
3 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, 2026Significant Wealth Partners LLC holds $20,067,130 across 20 Asset Management names. GOF ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARES |
Ares Management Corp
|
17,607 | $1,920,923 | |
| 2 | HTGC |
Hercules Capital, Inc.
|
125,136 | $1,848,258 | |
| 3 | FSK |
FS KKR Capital Corp
|
177,162 | $1,803,509 | |
| 4 | CGBD |
Carlyle Secured Lending, Inc.
|
162,306 | $1,775,627 | |
| 5 | RSF |
RiverNorth Capital & Income Fund, Inc.
|
120,905 | $1,759,167 | |
| 6 | GOF |
Guggenheim Strategic Opportunities Fund
This page
|
158,176 | $1,743,099 | |
| 7 | GSBD |
Goldman Sachs BDC, Inc.
|
194,093 | $1,723,545 | |
| 8 | THW |
abrdn World Healthcare Fund
|
145,181 | $1,694,262 |
All Filings in GOF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,743,099 | 158,176 | Shares | Sole | 2026-04-08 | |
| 2024-03-31 | $3,963,074 | 276,751 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,202,662 | 172,083 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||