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Rydex S&p Cnsmr Discretionary s&p500 eql dis shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $447k 9.4k 47.55
2023-09-30 $493k 12k 42.08
2022-09-30 $462k 4.2k 109.19

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

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