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Safeguard Investment Advisory Group’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Safeguard Investment Advisory Group’s Portfolio RSPG Stock Details RSPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1
Closed – – 572
2020
Q4 		$0 Buy
+1
New +$27 ﹤0.01% 775

Other funds holding RSPG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCP
Blue Chip Partners Farmington Hills, Michigan $1.39B AUM 22.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q1 2021, closing a stake of 1 share.

Safeguard Investment Advisory Group first reported a position in RSPG in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 61 funds tracked by Wall St. Rank hold RSPG as of Q1 2021.

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

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