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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Hazlett, Burt & Watson's GOF Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 24% in Q1 2026, buying an estimated $7.24K and bringing the position to 3,055 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #514.

Hazlett, Burt & Watson first reported a position in GOF in Q3 2022 and has held it in 14 quarters since. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Hazlett, Burt & Watson held 3,055 shares of Guggenheim Strategic Opportunities Fund worth $34K as of Q1 2026.
  • Hazlett, Burt & Watson bought 600 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $7.24K.
  • Guggenheim Strategic Opportunities Fund made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #514 holding.
  • Hazlett, Burt & Watson first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2022 and has held it in 14 quarters since.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.