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Rydex S&P Equal Weight ETF shares owned by Sterling Investment Advisors

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

Historical chart of Sterling Investment 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 Sterling Investment 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 Sterling Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 20k 189.70
2025-06-30 $3.7M 20k 181.74
2025-03-31 $3.5M 20k 173.23
2024-12-31 $2.6M 15k 175.23
2024-09-30 $2.4M 13k 179.16
2024-06-30 $2.0M 13k 164.28
2024-03-31 $1.6M 9.3k 169.37
2023-12-31 $945k 6.0k 157.80
2023-09-30 $774k 5.5k 141.69
2023-06-30 $419k 2.8k 149.64