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

Safeguard Investment Advisory Group’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5
Closed – – 575
2020
Q4 		$0 Buy
+5
New +$149 ﹤0.01% 778

Other funds holding RSPN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FMC
Financial Management Concepts Winter Springs, Florida $137M AUM 18.74% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q1 2021, closing a stake of 5 shares.

Safeguard Investment Advisory Group first reported a position in RSPN in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 84 funds tracked by Wall St. Rank hold RSPN as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 5 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $0 in Q4 2020.
  • 84 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2021.

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