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Sonora Investment Management’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Sonora Investment Management’s Portfolio PSCH Stock Details PSCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$143K Hold
2,343
– – 0.02% 247
2021
Q2 		$151K Buy
+2,343
New +$146K 0.02% 225

Other funds holding PSCH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Sonora Investment Management held its Invesco S&P SmallCap Health Care ETF (PSCH) position steady in Q3 2021 at 2,343 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #247.

Sonora Investment Management first reported a position in PSCH in Q2 2021 and has held it in 2 quarters since. The position peaked at $151K in Q2 2021. 98 funds tracked by Wall St. Rank hold PSCH as of Q3 2021.

  • Sonora Investment Management held 2,343 shares of Invesco S&P SmallCap Health Care ETF worth $143K as of Q3 2021.
  • Sonora Investment Management left its Invesco S&P SmallCap Health Care ETF share count unchanged in Q3 2021.
  • Invesco S&P SmallCap Health Care ETF made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #247 holding.
  • Sonora Investment Management first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2021 and has held it in 2 quarters since.
  • Sonora Investment Management's Invesco S&P SmallCap Health Care ETF position peaked at $151K in Q2 2021.
  • 98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q3 2021.

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