Guggenheim Macro Opport-IGIOIX
13F holders, Q1 2026 (March 31)3holders +1
1new positions
0sold out
$24.55avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Guggenheim Macro Opport-I (GIOIX) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($657K), Financial Gravity Asset Management, Inc. ($32K) and Kelleher Financial Advisors ($22K).
- Company
- Guggenheim Macro Opport-I
- CUSIP
- 40168W582
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $32K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 1,622 shares bought, net +1,622 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ethos Financial Group, LLC | 0.05% | Add +1.2% | 26,743 | $657K |
| Financial Gravity Asset Management, Inc. | 0.01% | New | 1,294 | $32K |
| Kelleher Financial Advisors | 0.01% | Add +1.5% | 899 | $22K |
"% of holder's portfolio" is GIOIX's weight in each manager's 13F, not the share of Guggenheim Macro Opport-I the manager owns.