Ironwood Financial’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Ironwood Financial’s Portfolio PDP Stock Details PDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-800	Closed	-$72K	–	407
2021 Q3	$72K	Hold	800	–	–	0.02%	170
2021 Q2	$72K	Hold	800	–	–	0.02%	164
2021 Q1	$68K	Hold	800	–	–	0.02%	154
2020 Q4	$70K	Hold	800	–	–	0.03%	146
2020 Q3	$61K	Hold	800	–	–	0.03%	108
2020 Q2	$54K	Hold	800	–	–	0.03%	106
2020 Q1	$43K	Hold	800	–	–	0.03%	95
2019 Q4	$51K	Hold	800	–	–	0.02%	115
2019 Q3	$49K	Hold	800	–	–	0.02%	115
2019 Q2	$48K	Hold	800	–	–	0.02%	118
2019 Q1	$45K	Hold	800	–	–	0.02%	119
2018 Q4	$39K	Hold	800	–	–	0.02%	119
2018 Q3	$48K	Buy	+800	New	+$46.4K	0.03%	112

Other funds holding PDP

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ironwood Financial's PDP Position: Q4 2021 in Review

Ironwood Financial sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2021, closing a stake of 800 shares — an estimated $72K sold.

Ironwood Financial first reported a position in PDP in Q3 2018 and held it in 13 quarters. The position peaked at $72K in Q3 2021. 202 funds tracked by Wall St. Rank hold PDP as of Q4 2021.

Ironwood Financial reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 800 Invesco Dorsey Wright Momentum ETF shares in Q4 2021, an estimated $72K.
Ironwood Financial first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2018 and held it in 13 quarters.
Ironwood Financial's Invesco Dorsey Wright Momentum ETF position peaked at $72K in Q3 2021.
202 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2021.

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