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Rydex S&p Cnsmr Discretionary s&p500 eql dis shares owned by Adams Wealth Management

Quarter-by-quarter ownership of Rydex S&p Cnsmr Discretionary s&p500 eql dis (RSPD) shares owned by Adams Wealth Management from 13F filings

Historical chart of Adams Wealth Management investment in Rydex S&p Cnsmr Discretionary s&p500 eql dis

Tip: Access up to 7 years of quarterly data

All positions including Rydex S&p Cnsmr Discretionary s&p500 eql dis held by Adams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rydex S&p Cnsmr Discretionary s&p500 eql dis by Adams Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 220k 47.55
2023-09-30 $8.8M 209k 42.08

More positions owned by Adams Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Proshares Tr Pshs Ult S&p 500 (SSO)
Direxion Shs Etf Tr Dly S&p500 2xs (SPUU)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)
Spdr Ser Tr S&p Semicndctr (XSD)
Ishares Tr Conv Bd Etf (ICVT)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Latn Amer 40 Etf (ILF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Aaa Clo Etf (CLOA)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Msci India Sm Cp (SMIN)

View all positions for Adams Wealth Management

Top funds holding Rydex S&p Cnsmr Discretionary s&p500 eql dis

Harel Insurance Investments & Financial Services
Bank of America Corporation
Raymond James Financial Services Advisors
Adams Wealth Management
HighTower Advisors
Legend Financial Advisors
Wells Fargo & Company
Janney Capital Management
Raymond James & Associates
SignalPoint Asset Management
Treynor Bancshares
Royal Bank of Canada
Private Advisor
Carnegie Capital Asset Management
Orion Portfolio Solutions

View all funds holding Rydex S&p Cnsmr Discretionary s&p500 eql dis