Ironwood Financial’s Invesco Global Clean Energy ETF PBD Stock Holding History

Ironwood Financial’s Portfolio PBD Stock Details PBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,123	Closed	-$31K	–	405
2021 Q3	$31K	Hold	1,123	–	–	0.01%	237
2021 Q2	$35K	Sell	1,123 -77	-6%	-$2.31K	0.01%	222
2021 Q1	$38K	Buy	1,200 +239	+25%	+$8.55K	0.01%	194
2020 Q4	$33K	Buy	+961	New	+$26.5K	0.01%	194
2015 Q3	$29K	Buy	2,712 +151	+6%	+$1.73K	0.01%	147
2015 Q2	$33K	Hold	2,561	–	–	0.02%	134
2015 Q1	$32K	Buy	2,561 +197	+8%	+$2.35K	0.02%	135
2014 Q4	$27K	Buy	+2,364	New	+$28.4K	0.01%	123

Other funds holding PBD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

QCM

Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

Ironwood Financial's PBD Position: Q4 2021 in Review

Ironwood Financial sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2021, closing a stake of 1,123 shares — an estimated $31K sold.

Ironwood Financial first reported a position in PBD in Q4 2014 and held it in 8 quarters. The position peaked at $38K in Q1 2021. 88 funds tracked by Wall St. Rank hold PBD as of Q4 2021.

Ironwood Financial reported no remaining Invesco Global Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 1,123 Invesco Global Clean Energy ETF shares in Q4 2021, an estimated $31K.
Ironwood Financial first reported a position in Invesco Global Clean Energy ETF in Q4 2014 and held it in 8 quarters.
Ironwood Financial's Invesco Global Clean Energy ETF position peaked at $38K in Q1 2021.
88 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.