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

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

Historical chart of Pinnacle Private 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 Pinnacle Private 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 Pinnacle Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $259k 2.4k 106.94
2022-03-31 $328k 2.4k 135.43
2021-12-31 $427k 2.7k 156.41

More positions owned by Pinnacle Private Wealth

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Div Grwth (DGRO)
Procter & Gamble Company (PG)
Tesla Motors (TSLA)
Ishares U S Etf Tr Blackrock St Mat (NEAR)
Ishares Tr Core High Dv Etf (HDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr U.s. Tech Etf (IYW)
Chevron Corporation (CVX)

View all positions for Pinnacle Private Wealth

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