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Safeguard Investment Advisory Group’s United States Gasoline Fund UGA Stock Holding History

Safeguard Investment Advisory Group’s Portfolio UGA Stock Details UGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-152
Closed -$3K – 669
2020
Q4 		$3K Buy
+152
New +$3.16K ﹤0.01% 605

Other funds holding UGA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of United States Gasoline Fund (UGA) in Q1 2021, closing a stake of 152 shares — an estimated $3K sold.

Safeguard Investment Advisory Group first reported a position in UGA in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 34 funds tracked by Wall St. Rank hold UGA as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining United States Gasoline Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 152 United States Gasoline Fund shares in Q1 2021, an estimated $3K.
  • Safeguard Investment Advisory Group first reported a position in United States Gasoline Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's United States Gasoline Fund position peaked at $3K in Q4 2020.
  • 34 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q1 2021.

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