IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Gugg Macro Opps

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ethos Financial Group, LLC
INCREASED
Shares27,098 from 26,743
Change+355 (+1%)
Value$662.0K (+$5.5K)
Filed 2026-08-07
Kelleher Financial Advisors
INCREASED
Shares1,827 from 899
Change+928 (+103%)
Value$44.9K (+$22.9K)
Filed 2026-08-06
Financial Gravity Companies, Inc.
NEW
Shares1,304
Change+1,304
Value$32.1K
Filed 2026-08-05
Financial Gravity Wealth, Inc.
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Status
Ethos Financial Group, LLC
INCREASED27,09826,743+355+1%$656.5K$662.0K+$5.5K2026-08-07
Kelleher Financial Advisors
INCREASED1,827899+928+103%$22.1K$44.9K+$22.9K2026-08-06
Financial Gravity Companies, Inc.
NEW1,304—+1,304——$32.1K—2026-08-05
Financial Gravity Wealth, Inc.
N/A—1,294-1,294-100%$31.8K———
Showing 4 of 4 institutions