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

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

Historical chart of Milestone Advisory Partners 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 Milestone Advisory Partners 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 Milestone Advisory Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.8M 43k 42.08
2023-06-30 $1.5M 11k 137.92
2023-03-31 $1.3M 10k 127.86

More positions owned by Milestone Advisory Partners

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard World Fds Consum Stp Etf (VDC)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)
Select Sector Spdr Tr Energy (XLE)
Vanguard Wellington Us Minimum (VFMV)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Expanded Tech (IGV)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Financial (XLF)

View all positions for Milestone Advisory Partners

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

Harel Insurance Investments & Financial Services
Bank of America Corporation
Richard Bernstein Advisors
LPL Financial
Adams Wealth Management
Raymond James Financial Services Advisors
HighTower Advisors
Legend Financial Advisors
Envestnet Asset Management
Wells Fargo & Company
Janney Capital Management
Royal Bank of Canada
Raymond James & Associates
UBS Group
SignalPoint Asset Management

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