Guggenheim Strategy Fund II
Guggenheim Strategy Funds Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
UNITED STATES DOLLAR 0 1,732,320 1,732,320 1.38% $1.73M
BARCLAYS PLC 0 1,050,000 1,050,000 0.83% $1.03M
FHR 5644 BA 0 1,000,000 1,000,000 0.80% $998.83K
NLT 2026-NQM1 TRUST CMO 2071-02-25 USD 0 950,000 950,000 0.79% $993.22K
RRP FNMA 30YR REPO 0 750,672 750,672 0.60% $750.67K
U.S. Treasury Bills 0 750,000 750,000 0.60% $749.01K
JPMMT 2026-VIS1 A1 0 744,740 744,740 0.59% $738.52K
LINCOLN GLOBAL 0 700,000 700,000 0.55% $692.17K
NYMT Loan Trust 2025-CP1 0 700,000 700,000 0.52% $654.11K
PFP Ltd., Series 2026-13, Class AS 0 650,000 650,000 0.52% $648.88K
ACRES Commercial Realty Issuer LLC, Series 2026-FL4, Class AS 0 650,000 650,000 0.52% $648.31K
ACREC 2026-FL4 LLC 0 650,000 650,000 0.52% $647.92K
SOLRR 2021-1 A 144A 2.636% 10-15-46 0 673,365 673,365 0.51% $639.49K
GNR 2026-28 BP 0 650,000 650,000 0.51% $637.06K
Towd Point Mortgage Trust 2026-CES1 0 635,074 635,074 0.50% $631.10K
OR 2026-24A A 0 600,000 600,000 0.48% $597.15K
VBTEL 2026-1A C2 0 500,000 500,000 0.39% $491.27K
SLAM 2021-1 LTD / SLAM 2021-1 LLC 2.434% 06/15/2046 144A 0 515,900 515,900 0.39% $489.07K
FIGRE Trust 2026-HE1 0 481,042 481,042 0.38% $477.09K
FIGRE Trust, Series 2026-HE1, Class B 0 481,042 481,042 0.38% $476.12K
HOMES 2026-NQM1 Trust 0 479,337 479,337 0.38% $475.53K
LG Energy Solution Ltd 0 400,000 400,000 0.32% $400.54K
JP Morgan Mortgage Trust 2026-CES1 4.91 0 339,631 339,631 0.27% $336.91K
Salesforce Inc 0 300,000 300,000 0.24% $300.62K
Golub Capital Partners CLO 49M Ltd., Series 2020-49A, Class A2R2 0 300,000 300,000 0.24% $300.02K
STAR 2026-SFR7 Trust 0 300,000 300,000 0.24% $300.00K
HLEND 2026-5A A2 0 300,000 300,000 0.24% $300.00K
PMTLT 2026-CNF3 A5 0 300,000 300,000 0.24% $299.58K
Gabx Leasing LLC 0 300,000 300,000 0.24% $295.74K
Hlend CLO 2025-3 LLC 0 250,000 250,000 0.20% $248.95K
MAPSL 2026-1A A 0 246,970 246,970 0.19% $241.24K
World Wide Technology Holding Co LLC TLB 0 218,142 218,142 0.17% $216.92K
CROSS 2026-NQM3 MORTGAGE TRUST SER 2026-NQM3 CL A1 V/R REGD 144A P/P 5.12500000 0 200,000 200,000 0.16% $200.29K
SCHW V4 PERP I 0 200,000 200,000 0.16% $198.64K
BARC 2026-CES1 A1A 4.845% 01/25/2056 144A 0 196,163 196,163 0.16% $194.25K
PRPM LLC, Series 2026-1, Class A1 0 196,097 196,097 0.15% $194.03K
Medline Borrower, L.P. 0 190,000 190,000 0.15% $183.80K
NYMT 2026-INV2 A2 0 175,000 175,000 0.14% $175.96K
Tricon Residential 2025-SFR2 Trust 0 174,826 174,826 0.14% $173.54K
US FOODS INC REGD 144A P/P 7.25000000 0 150,000 150,000 0.12% $155.22K
GSREFT 2026-FL1 A 0 150,000 150,000 0.12% $150.00K
FIGRE TRUST 2026-HE2 SER 2026-HE2 CL A V/R REGD 144A P/P 5.04900000 0 150,000 150,000 0.12% $148.76K
FTAI AIRCRAFT LEASING DDTL FUNDED 0 147,373 147,373 0.12% $147.37K
BCULC 3.875 01/15/28 144A 0 150,000 150,000 0.12% $146.62K
CROSS MORTGAGE TRUST CROSS_26-NQM1 0 147,617 147,617 0.12% $145.90K
PROVIDENT FNDG. MTGE. VAR 0 147,537 147,537 0.12% $145.53K
MTCHII 4.125 08/01/30 144A 0 150,000 150,000 0.11% $139.01K
PRPM 2026-2 A1 0 119,288 119,288 0.09% $118.91K
FS Rialto 2026-FL11 Issuer LLC 0 100,000 100,000 0.08% $99.66K
BXMT 2026-FL6 Ltd 0 100,000 100,000 0.08% $99.20K
ZSCALER INC 0 0 0 0.00% $934
ZURICH INSURANCE GROUP AG 0 0 0 0.00% $816
U.S. Secured Overnight Financing Rate 0 0 0 0.00% $759
ZIJIN MINING GROUP LTD H 0 0 0 0.00% $742
USD/TWD FORWARD 0 0 0 0.00% $543
ZAR/USD FORWARD 0 0 0 0.00% $482
FTAI AIRCRAFT LEASING DDTL UNF 0 202,627 202,627 0.00% $0
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TRS ABIOMED INC 3,275,374 0 -3,275,374 0.00% -$3.28M
ATHENE GLOBAL FUNDING SECURED 144A 02/26 5.684 2,300,000 0 -2,300,000 0.00% -$2.30M
BARCLAYS PLC 1,700,000 0 -1,700,000 0.00% -$1.73M
BRSP 2021 FL1 LTD 1,500,000 0 -1,500,000 0.00% -$1.50M
ONSLOW BAY FINANCIAL LLC OBX 2023 NQM2 A1 144A 956,392 0 -956,392 0.00% -$954.72K
SLGN 1.4 04/01/26 144A 950,000 0 -950,000 0.00% -$941.92K
United Airlines Pass Through Certificates, Series 2015-1 900,000 0 -900,000 0.00% -$898.88K
GA GLOBAL FUNDING TRUST SECURED 144A 01/26 1.625 600,000 0 -600,000 0.00% -$599.45K
CSMC Trust, Series 2021-RPL7, Class A1 542,222 0 -542,222 0.00% -$539.99K
WORLD WIDE TECHNOLOGY HO 218,692 0 -218,692 0.00% -$218.83K
TERRAFORM GLOBAL OPERATING LP 144A 6.125000% 03/01/2026 212,000 0 -212,000 0.00% -$210.49K
BR SECONDARIES & LQDITY SOLUTIONS 207,186 0 -207,186 0.00% -$207.16K
SPRINGLEAF FIN 168,000 0 -168,000 0.00% -$169.24K

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Short-Term Investment 2,862,964 2,568,880 -294,084 2.05% -$294.08K
OAK STREET INVESTMENT GRADE NET LEASE FUND SERIES OAKIG 2020-1A A1 2,736,521 2,694,066 -42,455 1.96% -$36.27K
ONSLOW BAY FINANCIAL LLC OBX 2024 NQM5 A1 144A 1,963,769 1,748,820 -214,949 1.40% -$222.56K
Owl Rock CLO IV Ltd 2,004,643 1,654,712 -349,931 1.32% -$351.00K
TRITON CONTAINER FINANCE VIII TCF 2021 1A A 144A 1,788,750 1,725,000 -63,750 1.27% -$68.93K
ZAR/USD FORWARD 2,401,941 1,443,600 -958,341 1.15% -$958.34K
ZSCALER INC 2,456,531 1,299,240 -1,157,291 1.04% -$1.16M
OSAT 2021-RPL1 Trust 1,269,714 1,245,636 -24,078 1.00% -$23.38K
HOME EQUITY LOAN TRUST HELT 2007 FRE1 1AV1 1,283,181 1,232,020 -51,160 0.94% -$51.84K
Imperial Fund Mortgage Trust 2022-NQM2 1,266,010 1,228,056 -37,954 0.92% -$41.43K
LMAT 2021-GS3 A1 144A 4.75% 07-25-61 1,077,652 1,046,031 -31,621 0.84% -$31.35K
JP Morgan Mortgage Trust 2021-12 1,034,975 994,670 -40,306 0.74% -$46.27K
ONSLOW BAY FINANCIAL LLC OBX 2024 NQM6 A1 144A 1,012,468 886,279 -126,190 0.71% -$131.37K
ONSLOW BAY FINANCIAL LLC OBX 2024 NQM8 A1 144A 988,001 885,567 -102,434 0.71% -$106.63K
OBX Trust 941,325 854,738 -86,587 0.69% -$90.50K
Cerberus Loan Funding XXXII LP 911,833 840,999 -70,835 0.67% -$70.10K
LMAT 2021-GS4 A1 842,150 822,509 -19,641 0.66% -$19.78K
GCAT GCAT 2024 NQM2 A1 144A 887,661 787,410 -100,251 0.63% -$104.10K
CLI Funding VIII LLC, Series 2021-1A, Class A 784,496 739,239 -45,257 0.55% -$44.95K
Citigroup Commercial Mortgage Trust, Series 2018-C6, Class XA 44,838,882 41,993,803 -2,845,079 0.54% -$169.96K
NovaStar Mortgage Funding Trust Series 2007-2 713,014 658,913 -54,101 0.52% -$52.73K
STRUCTURED ASSET SECURITIES CO SASC 2007 BC4 A1 724,373 662,182 -62,191 0.52% -$59.31K
Soundview Home Loan Trust 2006-OPT5 707,619 637,121 -70,499 0.50% -$67.68K
NRZT 2020-1A A1B 652,765 627,317 -25,448 0.47% -$28.61K
CAPITAL AUTOMOTIVE REIT SER 2024-2A CL A1 REGD 144A P/P 4.90000000 563,750 563,000 -750 0.45% -$753
TMCL 2021-1A A 144A 1.68% 02-20-46 613,333 593,333 -20,000 0.45% -$19.76K
MSRM 2025-NQM9 A2 588,332 559,488 -28,844 0.44% -$32.78K
New Residential Mortgage Loan Trust 2018-2 598,354 569,209 -29,144 0.43% -$30.05K
THL CREDIT LAKE SHORE MM CLO I LTD THLLS 2019-1A A1R 733,268 540,291 -192,977 0.43% -$191.85K
ANGEL OAK MTGE. TS 6.197% 554,614 513,644 -40,969 0.41% -$43.78K
Alternative Loan Trust 2007-OA7 550,523 546,376 -4,147 0.40% -$1.98K
FNR 2023-54 GA 618,253 486,468 -131,785 0.39% -$139.86K
HARBORVIEW MORTGAGE LOAN TRUST HVMLT 2006 14 2A1A 497,173 487,049 -10,123 0.37% -$7.66K
Verus Securitization Trust 2021-6 503,464 483,446 -20,018 0.34% -$23.58K
CSMC Trust, Series 2021-RPL4, Class A1 427,044 414,532 -12,512 0.33% -$12.32K
Angel Oak Mortgage Trust 2022-1 451,357 441,623 -9,734 0.32% -$9.33K
LMAT 2021-GS2 A1 144A 5.75% 04-25-61 404,222 395,752 -8,470 0.32% -$7.92K
Benchmark Mortgage Trust, Series 2019-B14, Class XA 21,308,533 21,262,362 -46,171 0.31% -$26.47K
OBX Trust, Series 2024-NQM1, Class A2 419,278 386,217 -33,061 0.31% -$34.32K
HOMES 2024-AFC2 Trust 386,888 354,905 -31,984 0.28% -$33.57K
FIGRE Trust 2024-HE5 374,776 351,531 -23,244 0.28% -$26.60K
CFMT LLC, Series 2022-HB9, Class A 418,438 352,815 -65,623 0.28% -$64.78K
CITSEC TL B 1L USD 325,069 323,431 -1,638 0.26% -$3.04K
JPMDB Commercial Mortgage Securities Trust, Series 2018-C8, Class XA 32,895,648 32,723,825 -171,823 0.26% -$42.17K
Verus Securitization Trust 2025-12 300,000 294,884 -5,116 0.23% -$6.95K
CSMC 2020-NQM1 Trust 326,670 303,860 -22,810 0.23% -$22.46K
PMTLT 2025-INV8 A7 321,963 286,097 -35,866 0.23% -$38.24K
COLT Mortgage Loan Trust, Series 2023-3, Class A1 315,585 287,859 -27,726 0.23% -$29.55K
T/L JANE STREET GROUP LLC REGD ZCP TERM LOAN 0.00000000 294,588 293,814 -773 0.23% -$4.88K
GCAT Trust, Series 2023-NQM3, Class A1 292,257 273,350 -18,907 0.22% -$20.16K
CASTLELAKE AIRCRAFT STRUCTURED TRUST 308,340 275,029 -33,311 0.22% -$31.60K
FIGRE Trust, Series 2025-HE8, Class A 300,000 275,210 -24,790 0.22% -$26.47K
GCAT Trust, Series 2025-NQM4, Class A1 278,383 256,477 -21,906 0.21% -$23.53K
FNR 2025-64 BA 287,128 245,764 -41,364 0.20% -$42.23K
Bear Stearns Asset Backed Securities I Trust 2006-HE9 259,643 221,739 -37,904 0.18% -$37.04K
TMCL 2020-1A A 144A 2.73% 08-21-45 237,806 215,804 -22,002 0.17% -$22.39K
SG Residential Mortgage Trust, Series 2025-1, Class A1 200,000 197,724 -2,276 0.16% -$3.40K
Angel Oak Mortgage Trust 2025-12 198,332 192,058 -6,274 0.15% -$8.15K
VERUS SECURITIZATION TRUST 202 VERUS 2021 3 A3 144A 174,338 162,292 -12,045 0.12% -$8.82K
BRAVO Residential Funding Trust, Series 2025-NQM7, Class A1 139,306 129,784 -9,522 0.10% -$10.34K
TPMT 2018-2 A1 144A FRN 03-25-58 162,686 129,940 -32,746 0.10% -$32.37K
OBX 2025-R1 Trust 100,000 95,977 -4,023 0.08% -$4.57K
ACHM Trust, Series 2025-HE3, Class A 100,000 95,050 -4,950 0.08% -$5.77K
SOUND POINT CLO XIX Ltd 376,618 62,104 -314,514 0.05% -$314.47K
Starwood Mortgage Residential Trust, Series 2020-1, Class A1 30,738 28,711 -2,027 0.02% -$1.97K
Banc of America Funding 2015-R2 Trust 82,414 14,672 -67,742 0.01% -$67.50K
RMLT 2020-1 A1 29,272 9,919 -19,353 0.01% -$19.21K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
JP Morgan Chase Commercial Mortgage Securities Trust 2021-NYAH 3,900,000 3,900,000 0 2.72% -$37.02K
BRIGHTHSE FIN GLBL FUND SECURED 144A 04/27 5.55 2,700,000 2,700,000 0 2.17% -$20.43K
AEGON Funding Company, LLC 2,600,000 2,600,000 0 2.09% -$18.16K
WMRK Commercial Mortgage Trust 2022-WMRK 2,493,022 2,493,022 0 1.99% -$6.34K
BXMT Ltd. Series 2020-FL2, Class AS 2,500,000 2,500,000 0 1.99% $17.36K
F+G GLOBAL FUNDING SECURED 144A 06/27 5.875 2,100,000 2,100,000 0 1.70% -$19.34K
FS Rialto 2021-FL3 2,000,000 2,000,000 0 1.59% -$468
UNIVERSAL HLTH S 1,950,000 1,950,000 0 1.54% $9.80K
MUTUAL OF OMAHA GLOBAL SECURED 144A 04/27 5.35 1,750,000 1,750,000 0 1.41% -$10.71K
ALGONQUIN POWER 1,750,000 1,750,000 0 1.40% -$6.81K
ELEMENT FLEET MGT. 6.271% 1,700,000 1,700,000 0 1.36% -$10.63K
Penske Truck Leasing Co. L.P./ PTL Finance Corp. 1,650,000 1,650,000 0 1.32% -$10.00K
STANDARD CHARTERED PLC SR UNSECURED 144A 05/28 VAR 1,600,000 1,600,000 0 1.29% -$13.74K
HSBC HOLDINGS 1,600,000 1,600,000 0 1.29% -$11.93K
ICON Investments Six DAC 1,600,000 1,600,000 0 1.28% -$24.45K
GLOBAL PAY INC 1,600,000 1,600,000 0 1.28% -$14.30K
JACKSON NATL LIFE GLOBAL SR SECURED 144A 04/26 5.6 1,600,000 1,600,000 0 1.28% -$6.01K
LPL HOLDINGS INC 1,550,000 1,550,000 0 1.25% -$15.39K
FACTSET RESEARCH 1,500,000 1,500,000 0 1.18% -$2.93K
CDW LLC/CDW FIN 1,450,000 1,450,000 0 1.14% $2.35K
STWD LLC, Series 2025-FL4, Class AS 1,250,000 1,250,000 0 0.99% -$5.04K
ADC 2021-1A A2 1,233,000 1,233,000 0 0.97% $9.50K
CNO GLOBAL FUND 1,060,000 1,060,000 0 0.86% -$8.93K
IQVIA INC REGD 144A P/P 5.00000000 1,000,000 1,000,000 0 0.80% -$3.51K
WEIR GROUP PLC (THE) SR UNSECURED 144A 05/26 2.2 950,000 950,000 0 0.76% $5.38K
LYV 6.5 05/15/27 144A 900,000 900,000 0 0.72% -$7.11K
TRTN 2.05 04/15/26 144A 900,000 900,000 0 0.72% $6.10K
Rocket Mortgage LLC / Rocket Mortgage Co-Issuer Inc. 900,000 900,000 0 0.71% $3.39K
LG ELECTRONICS INC SR UNSECURED 144A 04/27 5.625 850,000 850,000 0 0.69% -$5.88K
COOPERATIEVE RAB 850,000 850,000 0 0.68% -$6.83K
VONTIER CORP 850,000 850,000 0 0.68% $5.43K
MIZUHO V5.414 09/13/28 800,000 800,000 0 0.65% -$8.59K
SOCIETE GENERALE SR UNSECURED 144A 01/28 VAR 800,000 800,000 0 0.64% -$4.82K
BX COMMERCIAL MORTGAGE TRUST 2022 LP2 770,000 770,000 0 0.61% $479
STAR Trust, Series 2025-SFR6, Class A 750,000 750,000 0 0.60% -$2.14K
FirstKey Homes Trust, Series 2022-SFR1, Class B 750,000 750,000 0 0.60% -$2.42K
Madison Park Funding XLVIII Ltd 650,000 650,000 0 0.52% -$610
Cerberus Loan Funding 53 LLC 650,000 650,000 0 0.52% -$2.04K
KKR Clo 16 Ltd 650,000 650,000 0 0.52% -$5.19K
Progress Residential Trust, Series 2025-SFR6, Class C 650,000 650,000 0 0.49% -$6.04K
SLM Corp 600,000 600,000 0 0.47% $4.69K
SORT 2021-1A B1 144A 1.98% 03-15-61 942,448 942,448 0 0.46% $447
NATIONWIDE BLDG 550,000 550,000 0 0.44% -$4.73K
CIFC Funding 2015-IV Ltd 500,000 500,000 0 0.40% -$2.50K
CMO 450,000 450,000 0 0.36% -$1.69K
BXHPP Trust, Series 2021-FILM, Class C 500,000 500,000 0 0.35% -$34.70K
Archwest Mortgage Trust 2025-RTL1 400,000 400,000 0 0.32% -$1.35K
AIR CANADA SR SECURED 144A 08/26 3.875 330,000 330,000 0 0.26% -$72
HOST HOTELS 325,000 325,000 0 0.26% -$4.17K
CWK 6.75 05/15/28 144A 300,000 300,000 0 0.24% -$1.16K
AREIT 2025-CRE11 AREIT 2025 CRE11 AS 144A 300,000 300,000 0 0.24% -$980
CEAMER FINANCE IV LLC 300,000 300,000 0 0.24% -$1.62K
PROTECTIVE LIFE CORP SR UNSECURED 144A 01/31 4.7 300,000 300,000 0 0.24% -$3.84K
JABIL INC 250,000 250,000 0 0.20% $1.42K
JBL 4.25 05/15/27 250,000 250,000 0 0.20% -$990
BUCKEYE PARTNERS LP SR UNSECURED 12/26 3.95 250,000 250,000 0 0.20% $183
AMERICAN NATL GR 240,000 240,000 0 0.19% -$3.10K
LRECS LLC, Series 2025-CRE1, Class AS 200,000 200,000 0 0.16% -$773
BROWN & BROWN 175,000 175,000 0 0.14% -$356
GreenSky Home Improvement Issuer Trust, Series 2025-3A, Class C 150,000 150,000 0 0.12% -$780
XYZ 2.75 06/01/26 150,000 150,000 0 0.12% $212
Eldridge CLO 2025-2 Ltd 150,000 150,000 0 0.12% -$748
VOYA GLOBAL FUNDING REGD 144A P/P MTN 4.60000000 150,000 150,000 0 0.12% -$3.00K
VENTURE GLOBAL PLAQUE SR SECURED 144A 12/30 6.125 125,000 125,000 0 0.10% $1.26K
Life Mortgage Trust, Series 2021-BMR, Class C 101,460 101,460 0 0.08% -$582
Newell Brands Inc. 84,000 84,000 0 0.07% -$47
XAV HEALTH CARE 1 1 0 -0.36% $282.20K

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