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

Safeguard Investment Advisory Group’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,860
Closed -$86K – 576
2020
Q4 		$86K Buy
+2,860
New +$84.5K 0.08% 133

Other funds holding RSPS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q1 2021, closing a stake of 2,860 shares — an estimated $86K sold.

Safeguard Investment Advisory Group first reported a position in RSPS in Q4 2020 and held it in 1 quarter. The position peaked at $86K in Q4 2020. 114 funds tracked by Wall St. Rank hold RSPS as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 2,860 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2021, an estimated $86K.
  • Safeguard Investment Advisory Group first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $86K in Q4 2020.
  • 114 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2021.

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