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Safeguard Investment Advisory Group’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Safeguard Investment Advisory Group’s Portfolio RPG Stock Details RPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,575
Closed -$51K – 567
2020
Q4 		$51K Buy
+1,575
New +$48K 0.05% 196

Other funds holding RPG

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FC
Forte Capital Rochester, New York $930M AUM 24.11% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q1 2021, closing a stake of 1,575 shares — an estimated $51K sold.

Safeguard Investment Advisory Group first reported a position in RPG in Q4 2020 and held it in 1 quarter. The position peaked at $51K in Q4 2020. 206 funds tracked by Wall St. Rank hold RPG as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,575 Invesco S&P 500 Pure Growth ETF shares in Q1 2021, an estimated $51K.
  • Safeguard Investment Advisory Group first reported a position in Invesco S&P 500 Pure Growth ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco S&P 500 Pure Growth ETF position peaked at $51K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q1 2021.

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