Ironwood Financial’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Ironwood Financial’s Portfolio PPA Stock Details PPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,069	Closed	-$77K	–	419
2021 Q3	$77K	Hold	1,069	–	–	0.02%	160
2021 Q2	$80K	Hold	1,069	–	–	0.02%	150
2021 Q1	$78K	Hold	1,069	–	–	0.03%	143
2020 Q4	$73K	Hold	1,069	–	–	0.03%	144
2020 Q3	$60K	Hold	1,069	–	–	0.03%	110
2020 Q2	$59K	Hold	1,069	–	–	0.03%	101
2020 Q1	$53K	Hold	1,069	–	–	0.04%	82
2019 Q4	$73K	Hold	1,069	–	–	0.03%	89
2019 Q3	$72K	Buy	1,069 +294	+38%	+$19.6K	0.03%	89
2019 Q2	$50K	Hold	775	–	–	0.02%	110
2019 Q1	$45K	Hold	775	–	–	0.02%	120
2018 Q4	$38K	Hold	775	–	–	0.02%	122
2018 Q3	$48K	Buy	+775	New	+$45.5K	0.03%	113

Other funds holding PPA

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

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

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

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

SFS

Searcy Financial Services Overland Park, Kansas $270M AUM 15.46% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HBWM

Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return

Ironwood Financial's PPA Position: Q4 2021 in Review

Ironwood Financial sold out of Invesco Aerospace & Defense ETF (PPA) in Q4 2021, closing a stake of 1,069 shares — an estimated $77K sold.

Ironwood Financial first reported a position in PPA in Q3 2018 and held it in 13 quarters. The position peaked at $80K in Q2 2021. 143 funds tracked by Wall St. Rank hold PPA as of Q4 2021.

Ironwood Financial reported no remaining Invesco Aerospace & Defense ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 1,069 Invesco Aerospace & Defense ETF shares in Q4 2021, an estimated $77K.
Ironwood Financial first reported a position in Invesco Aerospace & Defense ETF in Q3 2018 and held it in 13 quarters.
Ironwood Financial's Invesco Aerospace & Defense ETF position peaked at $80K in Q2 2021.
143 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q4 2021.

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