Sonora Investment Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Sonora Investment Management’s Portfolio EQAL Stock Details EQAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$145K	Sell	3,251 -300	-8%	-$13.7K	0.02%	245
2021 Q2	$162K	Hold	3,551	–	–	0.02%	217
2021 Q1	$153K	Hold	3,551	–	–	0.01%	330
2020 Q4	$138K	Hold	3,551	–	–	0.01%	351
2020 Q3	$114K	Hold	3,551	–	–	0.01%	355
2020 Q2	$109K	Hold	3,551	–	–	0.01%	327
2020 Q1	$86K	Hold	3,551	–	–	0.01%	340
2019 Q4	$121K	Hold	3,551	–	–	0.01%	309
2019 Q3	$114K	Hold	3,551	–	–	0.01%	313
2019 Q2	$116K	Hold	3,551	–	–	0.01%	312
2019 Q1	$114K	Hold	3,551	–	–	0.01%	301
2018 Q4	$99K	Hold	3,551	–	–	0.01%	303
2018 Q3	$118K	Hold	3,551	–	–	0.02%	265
2018 Q2	$113K	Buy	3,551 +8	+0.2%	+$251	0.02%	258
2018 Q1	$108K	Buy	3,543 +15	+0.4%	+$469	0.02%	253
2017 Q4	$110K	Buy	+3,528	New	+$107K	0.02%	248

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

CCC

Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return

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

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

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Sonora Investment Management's EQAL Position: Q3 2021 in Review

Sonora Investment Management reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 8.4% in Q3 2021, selling an estimated $13.7K and leaving 3,251 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #245.

Sonora Investment Management first reported a position in EQAL in Q4 2017 and has held it in 16 quarters since. The position peaked at $162K in Q2 2021. 48 funds tracked by Wall St. Rank hold EQAL as of Q3 2021.

Sonora Investment Management held 3,251 shares of Invesco Russell 1000 Equal Weight ETF worth $145K as of Q3 2021.
Sonora Investment Management sold 300 Invesco Russell 1000 Equal Weight ETF shares in Q3 2021, an estimated $13.7K.
Invesco Russell 1000 Equal Weight ETF made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #245 holding.
Sonora Investment Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2017 and has held it in 16 quarters since.
Sonora Investment Management's Invesco Russell 1000 Equal Weight ETF position peaked at $162K in Q2 2021.
48 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.