Ironwood Financial’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Ironwood Financial’s Portfolio XLG Stock Details XLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-70	Closed	-$2K	–	553
2021 Q3	$2K	Hold	70	–	–	﹤0.01%	531
2021 Q2	$2K	Hold	70	–	–	﹤0.01%	515
2021 Q1	$2K	Hold	70	–	–	﹤0.01%	501
2020 Q4	$2K	Hold	70	–	–	﹤0.01%	455
2020 Q3	$2K	Sell	70 -280	-80%	-$7.23K	﹤0.01%	403
2020 Q2	$8K	Hold	350	–	–	﹤0.01%	267
2020 Q1	$7K	Sell	350 -750	-68%	-$16.9K	﹤0.01%	248
2019 Q4	$26K	Hold	1,100	–	–	0.01%	177
2019 Q3	$23K	Hold	1,100	–	–	0.01%	189
2019 Q2	$23K	Hold	1,100	–	–	0.01%	189
2019 Q1	$22K	Hold	1,100	–	–	0.01%	189
2018 Q4	$20K	Hold	1,100	–	–	0.01%	183
2018 Q3	$23K	Hold	1,100	–	–	0.01%	181
2018 Q2	$21K	Buy	+1,100	New	+$21.1K	0.01%	157
2018 Q1	–	Sell	-1,350	Closed	-$26K	–	273
2017 Q4	$26K	Hold	1,350	–	–	0.02%	119
2017 Q3	$24K	Hold	1,350	–	–	0.01%	132
2017 Q2	$23K	Hold	1,350	–	–	0.01%	126
2017 Q1	$23K	Hold	1,350	–	–	0.02%	124
2016 Q4	$21K	Hold	1,350	–	–	0.01%	132
2016 Q3	$21K	Hold	1,350	–	–	0.02%	130
2016 Q2	$20K	Hold	1,350	–	–	0.01%	135
2016 Q1	$20K	Buy	+1,350	New	+$18.7K	0.02%	136
2015 Q3	$24K	Sell	1,800 -450	-20%	-$6.32K	0.01%	155
2015 Q2	$32K	Sell	2,250 -1,100	-33%	-$15.9K	0.02%	137
2015 Q1	$47K	Hold	3,350	–	–	0.02%	114
2014 Q4	$47K	Buy	+3,350	New	+$46.9K	0.03%	106

Other funds holding XLG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

WGCA

Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return

RWP

Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

Ironwood Financial's XLG Position: Q4 2021 in Review

Ironwood Financial sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2021, closing a stake of 70 shares — an estimated $2K sold.

Ironwood Financial first reported a position in XLG in Q4 2014 and held it in 26 quarters. The position peaked at $47K in Q1 2015. 221 funds tracked by Wall St. Rank hold XLG as of Q4 2021.

Ironwood Financial reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 70 Invesco S&P 500 Top 50 ETF shares in Q4 2021, an estimated $2K.
Ironwood Financial first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2014 and held it in 26 quarters.
Ironwood Financial's Invesco S&P 500 Top 50 ETF position peaked at $47K in Q1 2015.
221 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2021.

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