Ironwood Financial’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Ironwood Financial’s Portfolio XMVM Stock Details XMVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-300	Closed	-$13K	–	561
2021 Q3	$13K	Hold	300	–	–	﹤0.01%	345
2021 Q2	$14K	Buy	300 +120	+67%	+$5.58K	﹤0.01%	329
2021 Q1	$8K	Buy	+180	New	+$7.39K	﹤0.01%	372

Other funds holding XMVM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

MTWM

Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return

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

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

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Ironwood Financial's XMVM Position: Q4 2021 in Review

Ironwood Financial sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q4 2021, closing a stake of 300 shares — an estimated $13K sold.

Ironwood Financial first reported a position in XMVM in Q1 2021 and held it in 3 quarters. The position peaked at $14K in Q2 2021. 56 funds tracked by Wall St. Rank hold XMVM as of Q4 2021.

Ironwood Financial reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 300 Invesco S&P MidCap Value with Momentum ETF shares in Q4 2021, an estimated $13K.
Ironwood Financial first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2021 and held it in 3 quarters.
Ironwood Financial's Invesco S&P MidCap Value with Momentum ETF position peaked at $14K in Q2 2021.
56 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q4 2021.

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