Secure Asset Management, LLC

Position in GOF — Guggenheim Strategic Opportunities Fund

CIK 1800692 Troy, MI

Position in GOF

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

Position Value

$6,870,341

-$156,201 QoQ

Shares Held

623,443

+14.3% QoQ

Ownership

0.294%

of shares outstanding

% of Portfolio

2.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Secure Asset Management, LLC holds $19,597,073 across 17 Asset Management names. GOF ranks #1 (35.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOF	Guggenheim Strategic Opportunities Fund This page	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	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	$6,870,341	623,443	+14.3%	Shares	Sole	2026-04-09
2025-12-31	$7,026,542	545,539	+15.5%	Shares	Sole	2026-01-20
2025-09-30	$7,078,050	472,500	+9.0%	Shares	Sole	2025-10-09
2025-06-30	$6,457,122	433,655	-2.3%	Shares	Sole	2025-07-10
2025-03-31	$6,907,801	443,661	+27.9%	Shares	Sole	2025-04-10
2024-12-31	$5,294,777	346,971	+3.9%	Shares	Sole	2025-01-17
2024-09-30	$5,263,650	333,988	+0.4%	Shares	Sole	2024-10-16
2024-06-30	$4,960,616	332,704	—	Shares	Sole	2024-07-24
No filing history on record for this holder in this stock.