SIAG
PSCU icon

Safeguard Investment Advisory Group’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

Safeguard Investment Advisory Group’s Portfolio PSCU Stock Details PSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-90
Closed -$4K – 540
2020
Q4 		$4K Buy
+90
New +$4.45K ﹤0.01% 563

Other funds holding PSCU

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q1 2021, closing a stake of 90 shares — an estimated $4K sold.

Safeguard Investment Advisory Group first reported a position in PSCU in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 14 funds tracked by Wall St. Rank hold PSCU as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco S&P SmallCap Utilities & Communication Services ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 90 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q1 2021, an estimated $4K.
  • Safeguard Investment Advisory Group first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $4K in Q4 2020.
  • 14 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q1 2021.

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