Secure Asset Management, LLC

Position in BGH — Barings Global Short Duration High Yield Fund

CIK 1800692 Troy, MI

Position in BGH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$895,180

-$282,626 QoQ

Shares Held

63,488

-26.4% QoQ

Ownership

0.316%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#15

of 55 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

Secure Asset Management, LLC holds $20,501,956 across 17 Asset Management names. BGH ranks #7 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOF	Guggenheim Strategic Opportunities Fund	631,456	$6,895,499
2	MCI	Barings Corporate Investors	208,965	$3,669,425
3	ARES	Ares Management Corp	16,647	$1,852,977
4	SDHY	PGIM Short Duration High Yield Opportunities Fund	90,072	$1,476,280
5	HTGC	Hercules Capital, Inc.	77,837	$1,227,489
6	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	79,697	$1,102,209
7	BGH	Barings Global Short Duration High Yield Fund This page	63,488	$895,180
8	RNP	Cohen & Steers REIT & Preferred & Income Fund Inc	25,903	$525,830

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$895,180	63,488	-26.4%	Shares	Sole	2026-07-15
2026-03-31	$1,177,806	86,223	+17.5%	Shares	Sole	2026-04-09
2025-12-31	$1,101,343	73,374	-14.8%	Shares	Sole	2026-01-20
2025-09-30	$1,332,095	86,164	+23.2%	Shares	Sole	2025-10-09
2025-06-30	$1,077,476	69,966	+125.7%	Shares	Sole	2025-07-10
2025-03-31	$468,704	30,999	+2.2%	Shares	Sole	2025-04-10
2024-12-31	$468,480	30,342	-35.3%	Shares	Sole	2025-01-17
2024-09-30	$711,942	46,900	-8.4%	Shares	Sole	2024-10-16
2024-06-30	$739,883	51,203	—	Shares	Sole	2024-07-24
No filing history on record for this holder in this stock.