Hazlett, Burt & Watson’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Hazlett, Burt & Watson’s Portfolio GOF Stock Details GOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37K	Buy	3,412 +357	+12%	+$3.98K	0.01%	507
2026 Q1	$34K	Buy	3,055 +600	+24%	+$7.24K	0.01%	514
2025 Q4	$31K	Buy	2,455 +1,100	+81%	+$14.4K	0.01%	527
2025 Q3	$20K	Hold	1,355	–	–	0.01%	561
2025 Q2	$20K	Buy	1,355 +80	+6%	+$1.17K	0.01%	499
2025 Q1	$20K	Buy	1,275 +960	+305%	+$14.9K	0.01%	490
2024 Q4	$5K	Hold	315	–	–	﹤0.01%	618
2024 Q3	$5K	Hold	315	–	–	﹤0.01%	599
2024 Q2	$5K	Hold	315	–	–	﹤0.01%	589
2024 Q1	$5K	Hold	315	–	–	﹤0.01%	583
2023 Q4	$4K	Hold	315	–	–	﹤0.01%	572
2023 Q3	$5K	Hold	315	–	–	﹤0.01%	562
2023 Q2	$5K	Buy	+315	New	+$5.03K	﹤0.01%	555
2023 Q1	–	Sell	-570	Closed	-$9K	–	646
2022 Q4	$9K	Hold	570	–	–	0.01%	467
2022 Q3	$9K	Buy	+570	New	+$9.49K	0.01%	461

Other funds holding GOF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

EPG

Estate Planners Group Yardley, Pennsylvania $221M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hazlett, Burt & Watson's GOF Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 12% in Q2 2026, buying an estimated $3.98K and bringing the position to 3,412 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #507.

Hazlett, Burt & Watson first reported a position in GOF in Q3 2022 and has held it in 15 quarters since. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Hazlett, Burt & Watson held 3,412 shares of Guggenheim Strategic Opportunities Fund worth $37K as of Q2 2026.
Hazlett, Burt & Watson bought 357 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $3.98K.
Guggenheim Strategic Opportunities Fund made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #507 holding.
Hazlett, Burt & Watson first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2022 and has held it in 15 quarters since.
212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.