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Ironwood Wealth Management (Arizona)’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Ironwood Wealth Management (Arizona)’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$2K Buy
+91
New +$2.02K ﹤0.01% 76

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
HFA
High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s PBW Position: Q3 2017 in Review

Ironwood Wealth Management (Arizona) opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q3 2017: 91 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #76 among its holdings.

72 funds tracked by Wall St. Rank hold PBW as of Q3 2017.

  • Ironwood Wealth Management (Arizona) held 91 shares of Invesco WilderHill Clean Energy ETF worth $2K as of Q3 2017.
  • Invesco WilderHill Clean Energy ETF was a new Ironwood Wealth Management (Arizona) position in Q3 2017.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Ironwood Wealth Management (Arizona)'s portfolio in Q3 2017, its #76 holding.
  • 72 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2017.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q3 2017, filed 7 Feb 2018.