Ironwood Wealth Management (Arizona)’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Ironwood Wealth Management (Arizona)’s Portfolio RSPU Stock Details RSPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-196	Closed	-$10K	–	56
2019 Q2	$10K	Sell	196 -4,102	-95%	-$199K	0.01%	53
2019 Q1	$208K	Sell	4,298 -332	-7%	-$15.4K	0.18%	33
2018 Q4	$205K	Sell	4,630 -296	-6%	-$13.4K	0.2%	31
2018 Q3	$216K	Sell	4,926 -46	-0.9%	-$2.02K	0.19%	26
2018 Q2	$212K	Buy	+4,972	New	+$205K	0.2%	27
2017 Q3	$259K	Buy	+6,018	New	+$264K	0.24%	27

Other funds holding RSPU

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

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

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s RSPU Position: Q3 2019 in Review

Ironwood Wealth Management (Arizona) sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2019, closing a stake of 196 shares — an estimated $10K sold.

Ironwood Wealth Management (Arizona) first reported a position in RSPU in Q3 2017 and held it in 6 quarters. The position peaked at $259K in Q3 2017. 84 funds tracked by Wall St. Rank hold RSPU as of Q3 2019.

Ironwood Wealth Management (Arizona) reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2019 after selling out during the quarter.
Ironwood Wealth Management (Arizona) sold 196 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2019, an estimated $10K.
Ironwood Wealth Management (Arizona) first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2017 and held it in 6 quarters.
Ironwood Wealth Management (Arizona)'s Invesco S&P 500 Equal Weight Utilities ETF position peaked at $259K in Q3 2017.
84 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2019.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q3 2019, filed 4 Oct 2019.