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Safeguard Investment Advisory Group’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Safeguard Investment Advisory Group’s Portfolio PSP Stock Details PSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-14
Closed – – 542
2020
Q4 		$0 Buy
+14
New +$852 ﹤0.01% 764

Other funds holding PSP

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2021, closing a stake of 14 shares.

Safeguard Investment Advisory Group first reported a position in PSP in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 77 funds tracked by Wall St. Rank hold PSP as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 14 Invesco Global Listed Private Equity ETF shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in Invesco Global Listed Private Equity ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco Global Listed Private Equity ETF position peaked at $0 in Q4 2020.
  • 77 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2021.

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