Ironwood Financial’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Ironwood Financial’s Portfolio XSVM Stock Details XSVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-200	Closed	-$10K	–	565
2021 Q3	$10K	Hold	200	–	–	﹤0.01%	372
2021 Q2	$10K	Buy	200 +40	+25%	+$2.02K	﹤0.01%	368
2021 Q1	$8K	Buy	+160	New	+$6.94K	﹤0.01%	373

Other funds holding XSVM

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

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

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

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

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

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

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

Ironwood Financial's XSVM Position: Q4 2021 in Review

Ironwood Financial sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q4 2021, closing a stake of 200 shares — an estimated $10K sold.

Ironwood Financial first reported a position in XSVM in Q1 2021 and held it in 3 quarters. The position peaked at $10K in Q3 2021. 91 funds tracked by Wall St. Rank hold XSVM as of Q4 2021.

Ironwood Financial reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 200 Invesco S&P SmallCap Value with Momentum ETF shares in Q4 2021, an estimated $10K.
Ironwood Financial first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2021 and held it in 3 quarters.
Ironwood Financial's Invesco S&P SmallCap Value with Momentum ETF position peaked at $10K in Q3 2021.
91 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q4 2021.

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