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Rydex S&p Cnsmr Discretionary s&p500 eql dis shares owned by Fourth Dimension Wealth

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

Historical chart of Fourth Dimension Wealth 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 Fourth Dimension Wealth 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 Fourth Dimension Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.0k 105 57.03
2025-09-30 $6.1k 105 57.70
2025-06-30 $5.6k 105 53.21
2025-03-31 $5.2k 105 49.90
2024-12-31 $7.9k 148 53.37

More positions owned by Fourth Dimension Wealth

Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPTM)
State Street MF Closed and MF Open (XLK)
Janus Henderson MF Closed and MF Open (JMBS)
Nvidia Corp Common Stock (NVDA)
State Street MF Closed and MF Open (SPTI)
Spdr Dow MF Closed and MF Open (DIA)
Vanguard Growth MF Closed and MF Open (VUG)
Amazon Common Stock (AMZN)
Spdr Developed MF Closed and MF Open (SPDW)
Goldman Sachs MF Closed and MF Open (GSLC)
State Street MF Closed and MF Open (SPTS)
Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (XLF)
State Street MF Closed and MF Open (XLV)

View all positions for Fourth Dimension Wealth

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

Harel Insurance Investments & Financial Services
LPL Financial
Wells Fargo & Company
Raymond James Financial
Strategic Wealth Partners
Legend Financial Advisors
HighTower Advisors
Royal Bank of Canada
Jpmorgan Chase & Co
Leuthold Weeden Capital Management
United Asset Strategies
Farther Finance Advisors
Scotia Capital
UBS Group
Colony

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