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Safeguard Investment Advisory Group’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Safeguard Investment Advisory Group’s Portfolio PJP Stock Details PJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-206
Closed -$14K – 528
2020
Q4 		$14K Buy
+206
New +$13.8K 0.01% 364

Other funds holding PJP

PAM
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of Invesco Pharmaceuticals ETF (PJP) in Q1 2021, closing a stake of 206 shares — an estimated $14K sold.

Safeguard Investment Advisory Group first reported a position in PJP in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 89 funds tracked by Wall St. Rank hold PJP as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco Pharmaceuticals ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 206 Invesco Pharmaceuticals ETF shares in Q1 2021, an estimated $14K.
  • Safeguard Investment Advisory Group first reported a position in Invesco Pharmaceuticals ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco Pharmaceuticals ETF position peaked at $14K in Q4 2020.
  • 89 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2021.

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