Sonora Investment Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$53K	Hold	715	–	–	0.01%	409
2021 Q2	$53K	Hold	715	–	–	0.01%	387
2021 Q1	$49K	Hold	715	–	–	﹤0.01%	621
2020 Q4	$48K	Hold	715	–	–	﹤0.01%	631
2020 Q3	$44K	Sell	715 -298	-29%	-$17.8K	﹤0.01%	630
2020 Q2	$55K	Buy	1,013 +298	+42%	+$15K	0.01%	473
2020 Q1	$31K	Hold	715	–	–	﹤0.01%	606
2019 Q4	$37K	Hold	715	–	–	﹤0.01%	640
2019 Q3	$35K	Hold	715	–	–	﹤0.01%	637
2019 Q2	$35K	Hold	715	–	–	﹤0.01%	645
2019 Q1	$34K	Hold	715	–	–	﹤0.01%	604
2018 Q4	$30K	Hold	715	–	–	﹤0.01%	493
2018 Q3	$34K	Hold	715	–	–	﹤0.01%	484
2018 Q2	$32K	Sell	715 -715	-50%	-$31.9K	﹤0.01%	485
2018 Q1	$61.1K	Hold	1,430	–	–	0.01%	339
2017 Q4	$59.3K	Buy	+1,430	New	+$58K	0.01%	350

Other funds holding PWB

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

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

RJA

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

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

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

Sonora Investment Management held its Invesco Large Cap Growth ETF (PWB) position steady in Q3 2021 at 715 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #409.

Sonora Investment Management first reported a position in PWB in Q4 2017 and has held it in 16 quarters since. The position peaked at $61.1K in Q1 2018. 124 funds tracked by Wall St. Rank hold PWB as of Q3 2021.

Sonora Investment Management held 715 shares of Invesco Large Cap Growth ETF worth $53K as of Q3 2021.
Sonora Investment Management left its Invesco Large Cap Growth ETF share count unchanged in Q3 2021.
Invesco Large Cap Growth ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #409 holding.
Sonora Investment Management first reported a position in Invesco Large Cap Growth ETF in Q4 2017 and has held it in 16 quarters since.
Sonora Investment Management's Invesco Large Cap Growth ETF position peaked at $61.1K in Q1 2018.
124 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2021.

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