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Rydex S&p Cnsmr Discretionary s&p500 eql dis shares owned by United Asset Strategies

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

Historical chart of United Asset Strategies 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 United Asset Strategies 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 United Asset Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.1M 55k 57.03

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Meta Platforms Cl A (META)
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Mastercard Incorporated Cl A (MA)
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View all positions for United Asset Strategies

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

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

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