Ironwood Financial’s Invesco Water Resources ETF PHO Stock Holding History

Ironwood Financial’s Portfolio PHO Stock Details PHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-725	Closed	-$40K	–	414
2021 Q3	$40K	Hold	725	–	–	0.01%	211
2021 Q2	$39K	Hold	725	–	–	0.01%	208
2021 Q1	$36K	Hold	725	–	–	0.01%	201
2020 Q4	$34K	Hold	725	–	–	0.01%	191
2020 Q3	$29K	Hold	725	–	–	0.01%	154
2020 Q2	$26K	Hold	725	–	–	0.01%	158
2020 Q1	$23K	Hold	725	–	–	0.02%	139
2019 Q4	$28K	Hold	725	–	–	0.01%	168
2019 Q3	$27K	Hold	725	–	–	0.01%	170
2019 Q2	$26K	Hold	725	–	–	0.01%	174
2019 Q1	$25K	Hold	725	–	–	0.01%	172
2018 Q4	$20K	Hold	725	–	–	0.01%	182
2018 Q3	$23K	Hold	725	–	–	0.01%	180
2018 Q2	$22K	Hold	725	–	–	0.01%	153
2018 Q1	$22K	Hold	725	–	–	0.02%	128
2017 Q4	$22K	Hold	725	–	–	0.01%	135
2017 Q3	$21K	Hold	725	–	–	0.01%	143
2017 Q2	$20K	Hold	725	–	–	0.01%	140
2017 Q1	$19K	Hold	725	–	–	0.01%	139
2016 Q4	$18K	Buy	+725	New	+$17.7K	0.01%	142

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Ironwood Financial's PHO Position: Q4 2021 in Review

Ironwood Financial sold out of Invesco Water Resources ETF (PHO) in Q4 2021, closing a stake of 725 shares — an estimated $40K sold.

Ironwood Financial first reported a position in PHO in Q4 2016 and held it in 20 quarters. The position peaked at $40K in Q3 2021. 342 funds tracked by Wall St. Rank hold PHO as of Q4 2021.

Ironwood Financial reported no remaining Invesco Water Resources ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 725 Invesco Water Resources ETF shares in Q4 2021, an estimated $40K.
Ironwood Financial first reported a position in Invesco Water Resources ETF in Q4 2016 and held it in 20 quarters.
Ironwood Financial's Invesco Water Resources ETF position peaked at $40K in Q3 2021.
342 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2021.

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