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Safeguard Investment Advisory Group’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Safeguard Investment Advisory Group’s Portfolio RSPR Stock Details RSPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1
Closed – – 577
2020
Q4 		$0 Buy
+1
New +$28 ﹤0.01% 779

Other funds holding RSPR

OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

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

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

Safeguard Investment Advisory Group first reported a position in RSPR in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 24 funds tracked by Wall St. Rank hold RSPR as of Q1 2021.

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

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