Sonora Investment Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$189K	Hold	6,550	–	–	0.02%	209
2021 Q2	$190K	Hold	6,550	–	–	0.02%	198
2021 Q1	$177K	Hold	6,550	–	–	0.01%	311
2020 Q4	$166K	Hold	6,550	–	–	0.01%	323
2020 Q3	$138K	Buy	+6,550	New	+$136K	0.01%	320

Other funds holding RSPT

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

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

Sonora Investment Management held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q3 2021 at 6,550 shares worth $189K. The position accounts for 0.02% of the portfolio, ranked #209.

Sonora Investment Management first reported a position in RSPT in Q3 2020 and has held it in 5 quarters since. The position peaked at $190K in Q2 2021. 272 funds tracked by Wall St. Rank hold RSPT as of Q3 2021.

Sonora Investment Management held 6,550 shares of Invesco S&P 500 Equal Weight Technology ETF worth $189K as of Q3 2021.
Sonora Investment Management left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q3 2021.
Invesco S&P 500 Equal Weight Technology ETF made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #209 holding.
Sonora Investment Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2020 and has held it in 5 quarters since.
Sonora Investment Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $190K in Q2 2021.
272 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2021.

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