secwatch / observer

GUGGENHEIM STRATEGIC OPPORTUNITIES FUND — fact timeline

Source-grounded facts extracted from GUGGENHEIM STRATEGIC OPPORTUNITIES FUND's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

GOF GUGGENHEIM STRATEGIC OPPORTUNITIES FUND JSON
Material Agreements

GUGGENHEIM STRATEGIC OPPORTUNITIES FUND amended Fourth Amendment to Controlled Equity Offering SM Sales Agreement with Guggenheim Funds Investment Advisors, LLC and Cantor Fitzgerald & Co. valued at up to $850,000,000 (effective 2024-05-03).

“Guggenheim Strategic Opportunities Fund (NYSE: GOF) (the “Fund”) has entered into a Controlled Equity Offering SM Sales Agreement, dated July 1, 2019, as amended by First Amendment to Controlled Equity Offering SM Sales Agreement, dated February 1, 2021, Second Amendment to Controlled Equity Offering SM Sales Agreement, dated September 16, 2021, Third Amendment to Controlled Equity Offering SM Sales Agreement, dated March 27, 2023, and Fourth Amendment to Controlled Equity Offering SM Sales Agreement, dated May 3, 2024 (as amended, the “Sales Agreement”), by and among the Fund, Guggenheim Funds Investment Advisors, LLC, and Cantor Fitzgerald & Co. (“Cantor Fitzgerald”)”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.