GUGGENHEIM FUNDS TRUST - GIOIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | History | Added to | 26,428 | 661 | 0.05% | 0.05% | 1 | +221 | 0.84% | Q4 2025 | Jan 20, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 886 | 22 | 0.01% | 0.01% | 2 | +13 | 1.49% | Q4 2025 | Jan 20, 2026 |