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Safeguard Investment Advisory Group’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Safeguard Investment Advisory Group’s Portfolio RSPD Stock Details RSPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6
Closed – – 571
2020
Q4 		$0 Buy
+6
New +$228 ﹤0.01% 774

Other funds holding RSPD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2021, closing a stake of 6 shares.

Safeguard Investment Advisory Group first reported a position in RSPD in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 97 funds tracked by Wall St. Rank hold RSPD as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 6 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $0 in Q4 2020.
  • 97 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2021.

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