Joel Isaacson & Co., LLC - RYDEX ETF TRUST ownership

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of RYDEX ETF TRUST
ValueSharesWeighting
Q4 2016$34,000
-5.6%
2310.0%0.01%0.0%
Q3 2016$36,000
+2.9%
2310.0%0.01%0.0%
Q2 2016$35,000
+6.1%
2310.0%0.01%0.0%
Q1 2016$33,0002310.01%
Other shareholders
RYDEX ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 203,686$35,448,0006.94%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 304,999$53,079,0004.66%
BerganKDV Wealth Management, LLC 57,662$10,035,0002.85%
FRONTIER INVESTMENT MGMT CO 139,250$24,234,0002.28%
FCA CORP /TX 23,529$4,095,0001.79%
Hartford Financial Management Inc. 19,350$3,367,0001.51%
AlphaStar Capital Management, LLC 70$12,0001.46%
SignalPoint Asset Management, LLC 28,017$4,876,0001.34%
ACCESS FINANCIAL SERVICES, INC. 8,853$1,541,0001.26%
Spectrum Asset Management, Inc. (NB/CA) 7,659$1,333,0001.23%
View complete list of RYDEX ETF TRUST shareholders