SF
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Safeguard Financial’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Safeguard Financial’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-290
Closed -$9K – 450
2023
Q2 		$9K Buy
+290
New +$9.9K ﹤0.01% 353

Other funds holding RSPS

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Safeguard Financial's RSPS Position: Q3 2023 in Review

Safeguard Financial sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q3 2023, closing a stake of 290 shares — an estimated $9K sold.

Safeguard Financial first reported a position in RSPS in Q2 2023 and held it in 1 quarter. The position peaked at $9K in Q2 2023. 125 funds tracked by Wall St. Rank hold RSPS as of Q3 2023.

  • Safeguard Financial reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 290 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q3 2023, an estimated $9K.
  • Safeguard Financial first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $9K in Q2 2023.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.