Hazlett, Burt & Watson
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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
Q3 		$35K Buy
4,024
+612
+18% +$6.07K 0.01% 530
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Verus Capital Partners
Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return
Beach Point Capital Management
Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return
Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Integrity Advisory Solutions
Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return
Harpswell Capital Advisors
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Hazlett, Burt & Watson's GOF Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 18% in Q3 2026, buying an estimated $6.07K and bringing the position to 4,024 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #530.

Hazlett, Burt & Watson first reported a position in GOF in Q3 2022 and has held it in 16 quarters since. The position peaked at $37K in Q2 2026. 105 funds tracked by Wall St. Rank hold GOF as of Q3 2026.

  • Hazlett, Burt & Watson held 4,024 shares of Guggenheim Strategic Opportunities Fund worth $35K as of Q3 2026.
  • Hazlett, Burt & Watson bought 612 Guggenheim Strategic Opportunities Fund shares in Q3 2026, an estimated $6.07K.
  • Guggenheim Strategic Opportunities Fund made up 0.01% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #530 holding.
  • Hazlett, Burt & Watson first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2022 and has held it in 16 quarters since.
  • Hazlett, Burt & Watson's Guggenheim Strategic Opportunities Fund position peaked at $37K in Q2 2026.
  • 105 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.