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Rydex S&P 500 Pure Growth ETF shares owned by Shakespeare Wealth Management

Quarter-by-quarter ownership of Rydex S&P 500 Pure Growth ETF shares owned by Shakespeare Wealth Management from 13F filings

Historical chart of Shakespeare Wealth Management investment in Rydex S&P 500 Pure Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Rydex S&P 500 Pure Growth ETF held by Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rydex S&P 500 Pure Growth ETF by Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.0M 64k 46.74

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
Vanguard Small Cap Value Sm Cp Val Etf (VBR)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
iShares MSCI EAFE Value Eafe Value Etf (EFV)
SPDR S&P 400 Mid Cap Growth S&P 400 MDCP GRW (MDYG)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
SPDR S&P 600 Small Cap Growth S&P 600 SMCP GRW (SLYG)
Dimensional International Small Value Intl Small Cap V (DISV)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
Vanguard Total Total Stk Mkt (VTI)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)
Nasdaq 100 Equal Weight SHS (QQEW)

View all positions for Shakespeare Wealth Management

Top funds holding Rydex S&P 500 Pure Growth ETF

Shakespeare Wealth Management
Meritage Portfolio Management

View all funds holding Rydex S&P 500 Pure Growth ETF