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Rydex S&P Equal Weight ETF shares owned by Lenox Wealth Advisors

Quarter-by-quarter ownership of Rydex S&P Equal Weight ETF shares owned by Lenox Wealth Advisors from 13F filings

Historical chart of Lenox Wealth Advisors investment in Rydex S&P Equal Weight ETF

Tip: Access up to 7 years of quarterly data

All positions including Rydex S&P Equal Weight ETF held by Lenox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rydex S&P Equal Weight ETF by Lenox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $343k 2.2k 156.69
2021-12-31 $353k 2.2k 162.82
2021-09-30 $325k 2.2k 149.91
2021-06-30 $327k 2.2k 150.83
2021-03-31 $307k 2.2k 141.61
2020-12-31 $305k 2.4k 127.46
2020-09-30 $259k 2.4k 108.23
2020-06-30 $65k 640 101.56
2019-03-31 $67k 640 104.69
2018-12-31 $76k 830 91.57
2018-09-30 $89k 831 107.10
2018-06-30 $85k 831 102.29
2018-03-31 $83k 831 99.88
2017-12-31 $88k 875 100.57
2017-06-30 $15k 165 90.91
2014-03-31 $22k 300 73.33

More positions owned by Lenox Wealth Advisors

iShares S&P MidCap 400 Index (IJH)
Ishares Inc ctr wld minvl (ACWV)
Spdr S&p 500 Etf (SPY)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
SPDR DJ Wilshire Large Cap (SPLG)
Proshares Tr S&p 500 Aristo (NOBL)
WisdomTree DEFA Equity Income Fund (DTH)
iShares MSCI EAFE Index Fund (EFA)
J P Morgan Exchange Traded F div rtn int eq (JPIN)
Vanguard Total World Stock Idx (VT)
Flexshares Tr intl qltdv idx (IQDF)
Schwab Strategic Tr us lrg cap etf (SCHX)
Flexshares Tr qualt divd idx (QDF)
SPDR DJ Wilshire Mid Cap (SPMD)
Apple (AAPL)

View all positions for Lenox Wealth Advisors

Top funds holding Rydex S&P Equal Weight ETF

Sterling Investment Advisors
Cascades Capital Asset Management
C.M. Bidwell & Associates

View all funds holding Rydex S&P Equal Weight ETF