GIOIX
Guggenheim Macro Opportunities Fund
1W: -0.5%
1M: -1.9%
3M: -2.8%
YTD: -3.9%
1Y: -3.5%
3Y: +16.4%
5Y: +11.7%
$23.89
-0.03 (-0.13%)
Weekly Expected Move ±0.4%
$24
$24
$24
$24
$24
Institutional Ownership — GIOIX
3
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
1
New Positions
2
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | 27,098 | 648K | +355 | +1.3% | 11Q | SEC ↗ |
| 2 | KELLEHER FINANCIAL ADVISORS | 1,827 | 44K | +928 | +103.2% | 4Q | SEC ↗ |
| 3 | Financial Gravity Companies, Inc. NEW | 1,304 | 31K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Financial Gravity Asset Management, In NEW | 1,294 | 31K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Financial Gravity Companies, Inc. | 1,304 | 31K |
| Financial Gravity Asset Management, | 1,294 | 31K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | +928 | +103.2% | 1,827 |
| Ethos Financial Group, LLC | +355 | +1.3% | 27,098 |
Biggest Decreases (0)
None.