Rydex S&p Cnsmr Discretionary s&p500 eql dis shares owned by Legend Financial Advisors
Quarter-by-quarter ownership of Rydex S&p Cnsmr Discretionary s&p500 eql dis (RSPD) shares owned by Legend Financial Advisors
from 13F filings
Historical chart of Legend Financial Advisors investment in Rydex S&p Cnsmr Discretionary s&p500 eql dis
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Quarterly reported holdings in Rydex S&p Cnsmr Discretionary s&p500 eql dis by Legend Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 128k | 57.70 |
| 2025-06-30 | $6.8M | 129k | 53.21 |
| 2024-12-31 | $7.3M | 137k | 53.43 |
| 2024-09-30 | $7.4M | 141k | 52.11 |
| 2024-06-30 | $6.7M | 140k | 48.04 |
| 2024-03-31 | $7.1M | 138k | 51.02 |
| 2023-12-31 | $6.4M | 135k | 47.55 |
| 2023-09-30 | $5.7M | 135k | 42.08 |
| 2023-06-30 | $6.6M | 48k | 137.92 |
| 2023-03-31 | $6.3M | 49k | 127.86 |
| 2022-12-31 | $5.8M | 49k | 117.79 |
| 2022-09-30 | $5.2M | 50k | 104.82 |
| 2022-06-30 | $5.2M | 49k | 107.07 |
| 2021-12-31 | $1.2M | 7.7k | 156.59 |
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