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As of the latest SEC filings, NEW AGE ALPHA FUNDS TRUST (SAOIX) is held by 2 institutional funds. The largest fund shareholder is Guggenheim Macro Opportunities Fund (GIOPX), holding an estimated $37,699,488.98 in market value, representing 0.41% of its portfolio.

Funds holding NEW AGE ALPHA FUNDS TRUST (SAOIX)

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
SAOIX
CIK:
2 results
Fund Type Manager Weight Market Value Shares
Report Date
Filing Date
GIOPX
Guggenheim Macro Opportunities Fund
 MF Guggenheim 0.41% $37,699,488.98 1,139,302 Mar 31, 2026 Jun 1, 2026
GIOPX
Guggenheim Macro Opportunities Fund
 MF Guggenheim 0.38% $34,862,140.07 1,032,035 Mar 31, 2026 Jun 1, 2026
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