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Safeguard Investment Advisory Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Safeguard Investment Advisory Group’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-730
Closed -$21K – 736
2020
Q4 		$21K Buy
+730
New +$19.9K 0.02% 303

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2021, closing a stake of 730 shares — an estimated $21K sold.

Safeguard Investment Advisory Group first reported a position in XLG in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 173 funds tracked by Wall St. Rank hold XLG as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 730 Invesco S&P 500 Top 50 ETF shares in Q1 2021, an estimated $21K.
  • Safeguard Investment Advisory Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco S&P 500 Top 50 ETF position peaked at $21K in Q4 2020.
  • 173 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2021.

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