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Safeguard Investment Advisory Group’s Invesco Food & Beverage ETF PBJ Stock Holding History

Safeguard Investment Advisory Group’s Portfolio PBJ Stock Details PBJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-247
Closed -$8K – 509
2020
Q4 		$8K Buy
+247
New +$8.49K 0.01% 453

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Commonwealth Equity Services
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Bank of America
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RJFSA
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AAS
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Safeguard Investment Advisory Group's PBJ Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Invesco Food & Beverage ETF (PBJ) in Q1 2021, closing a stake of 247 shares — an estimated $8K sold.

Safeguard Investment Advisory Group first reported a position in PBJ in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 41 funds tracked by Wall St. Rank hold PBJ as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco Food & Beverage ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 247 Invesco Food & Beverage ETF shares in Q1 2021, an estimated $8K.
  • Safeguard Investment Advisory Group first reported a position in Invesco Food & Beverage ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco Food & Beverage ETF position peaked at $8K in Q4 2020.
  • 41 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.