Guggenheim Macro Opport-IGIOIX
13F holders, Q4 2024 (December 31)2holders −1
1new positions
2sold out
$24.67avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding Guggenheim Macro Opport-I (GIOIX) in their 13F filings, down 1 from Q3 2024. 1 opened new positions and 2 sold out. The largest holders were Ethos Financial Group, LLC ($696K) and Financial Gravity Companies, Inc. ($47K).
- Company
- Guggenheim Macro Opport-I
- CUSIP
- 40168W582
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $47K |
| Exits | 2 | $3.0M |
All 13F filers, Q3 2024 → Q4 2024: 1,910 shares bought and 122,122 shares sold, net −120,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ethos Financial Group, LLC | 0.09% | Reduce -5.8% | 28,212 | $696K |
| Financial Gravity Companies, Inc. | 0.01% | New | 1,910 | $47K |
"% of holder's portfolio" is GIOIX's weight in each manager's 13F, not the share of Guggenheim Macro Opport-I the manager owns.