Sonora Investment Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Sonora Investment Management’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
2021 Q3	$29K	Buy	+375	New	+$30.7K	﹤0.01%	542

Other funds holding PBW

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

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

Sonora Investment Management opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q3 2021: 375 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #542 among its holdings.

239 funds tracked by Wall St. Rank hold PBW as of Q3 2021.

Sonora Investment Management held 375 shares of Invesco WilderHill Clean Energy ETF worth $29K as of Q3 2021.
Invesco WilderHill Clean Energy ETF was a new Sonora Investment Management position in Q3 2021.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #542 holding.
239 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2021.

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