SIAG
RSPC icon

Safeguard Investment Advisory Group’s Invesco S&P 500 Equal Weight Communication Services ETF RSPC Stock Holding History

Safeguard Investment Advisory Group’s Portfolio RSPC Stock Details RSPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4
Closed – – 569
2020
Q4 		$0 Buy
+4
New +$116 ﹤0.01% 773

Other funds holding RSPC

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 RSPC Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) in Q1 2021, closing a stake of 4 shares.

Safeguard Investment Advisory Group first reported a position in RSPC in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 18 funds tracked by Wall St. Rank hold RSPC as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco S&P 500 Equal Weight Communication Services ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 4 Invesco S&P 500 Equal Weight Communication Services ETF shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in Invesco S&P 500 Equal Weight Communication Services ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco S&P 500 Equal Weight Communication Services ETF position peaked at $0 in Q4 2020.
  • 18 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Communication Services ETF as of Q1 2021.

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