Secure Asset Management, LLC

Position in BGH — Barings Global Short Duration High Yield Fund

CIK 1800692 Troy, MI

Position in BGH

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$1,177,806

+$76,463 QoQ

Shares Held

86,223

+17.5% QoQ

Ownership

0.429%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#11

of 52 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 8.246059636059984.ToString("F0")% Shared 0.ToString("F0")% None 91.75394036394002.ToString("F0")%

Financial Services · as of Mar 31, 2026

Secure Asset Management, LLC holds $19,597,073 across 17 Asset Management names. BGH ranks #5 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOF	Guggenheim Strategic Opportunities Fund	623,443	$6,870,341
2	MCI	Barings Corporate Investors	200,848	$3,462,619
3	ARES	Ares Management Corp	16,797	$1,832,552
4	SDHY	PGIM Short Duration High Yield Opportunities Fund	90,072	$1,442,953
5	BGH	Barings Global Short Duration High Yield Fund This page	86,223	$1,177,806
6	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	78,870	$1,126,263
7	HTGC	Hercules Capital, Inc.	65,539	$968,011
8	RNP	Cohen & Steers REIT & Preferred & Income Fund Inc	25,889	$511,566

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.