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Rydex S&p Cnsmr Discretionary s&p500 eql dis shares owned by Private Advisory

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

Historical chart of Private Advisory investment in Rydex S&p Cnsmr Discretionary s&p500 eql dis

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All positions including Rydex S&p Cnsmr Discretionary s&p500 eql dis held by Private Advisory 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 Private Advisory

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.1M 51k 42.08
2023-06-30 $2.3M 17k 137.92
2021-09-30 $295k 2.0k 144.40

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View all positions for Private Advisory

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
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Carnegie Capital Asset Management
Orion Portfolio Solutions

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