Ironwood Financial’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Ironwood Financial’s Portfolio RSPT Stock Details RSPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-400	Closed	-$8K	–	395
2019 Q4	$8K	Hold	400	–	–	﹤0.01%	282
2019 Q3	$7K	Hold	400	–	–	﹤0.01%	299
2019 Q2	$7K	Hold	400	–	–	﹤0.01%	300
2019 Q1	$7K	Hold	400	–	–	﹤0.01%	291
2018 Q4	$6K	Hold	400	–	–	﹤0.01%	289
2018 Q3	$7K	Hold	400	–	–	﹤0.01%	287
2018 Q2	$6K	Buy	+400	New	+$6.3K	﹤0.01%	228
2018 Q1	–	Sell	-400	Closed	-$6K	–	269
2017 Q4	$6K	Hold	400	–	–	﹤0.01%	205
2017 Q3	$5K	Hold	400	–	–	﹤0.01%	217
2017 Q2	$5K	Hold	400	–	–	﹤0.01%	213
2017 Q1	$5K	Hold	400	–	–	﹤0.01%	210
2016 Q4	$4K	Hold	400	–	–	﹤0.01%	219
2016 Q3	$4K	Hold	400	–	–	﹤0.01%	219
2016 Q2	$4K	Hold	400	–	–	﹤0.01%	218
2016 Q1	$4K	Buy	+400	New	+$3.48K	﹤0.01%	221
2015 Q3	$3K	Hold	400	–	–	﹤0.01%	313
2015 Q2	$4K	Buy	+400	New	+$3.74K	﹤0.01%	272

Other funds holding RSPT

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

RJA

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

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

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

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Ironwood Financial's RSPT Position: Q1 2020 in Review

Ironwood Financial sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2020, closing a stake of 400 shares — an estimated $8K sold.

Ironwood Financial first reported a position in RSPT in Q2 2015 and held it in 17 quarters. The position peaked at $8K in Q4 2019. 209 funds tracked by Wall St. Rank hold RSPT as of Q1 2020.

Ironwood Financial reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2020 after selling out during the quarter.
Ironwood Financial sold 400 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2020, an estimated $8K.
Ironwood Financial first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2015 and held it in 17 quarters.
Ironwood Financial's Invesco S&P 500 Equal Weight Technology ETF position peaked at $8K in Q4 2019.
209 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2020.

Based on Ironwood Financial's 13F filing for Q1 2020, filed 27 Apr 2020.