Belrose Funding Trust II

Belrose Funding Trust II is a security (CUSIP 08079KAA2) tracked across SEC portfolio filings. 8 registered fund positions totaling $35.4M via N-PORT as of 2026-05-29.

Summary

Top fund holders (N-PORT)

FundRegistrantValue% of fund
Guggenheim Macro Opportunities FundGuggenheim Funds Trust$26.1M28.28%
Guggenheim Strategic Opportunities FundGuggenheim Strategic Opportunities Fund$3.2M13.46%
MML Barings Core Bond FundMASSMUTUAL PREMIER FUNDS$2.8M32.64%
Guggenheim Active Allocation FundGuggenheim Active Allocation Fund$872K15.86%
Schroders Global Multi-Asset PortfolioBrighthouse Funds Trust I$695K12.70%
Guggenheim Taxable Municipal Bond & Investment Grade Debt TrustGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$667K16.59%
NYLI MacKay Core Plus Bond ETFNew York Life Investments Active ETF Trust$656K21.33%
Transamerica Long CreditTRANSAMERICA FUNDS$401K25.57%

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