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Sonora Investment Management’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Sonora Investment Management’s Portfolio SMDV Stock Details SMDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$20K Buy
+325
New +$20.4K ﹤0.01% 634

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sonora Investment Management opened a new position in ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q3 2021: 325 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #634 among its holdings.

116 funds tracked by Wall St. Rank hold SMDV as of Q3 2021.

  • Sonora Investment Management held 325 shares of ProShares Russell 2000 Dividend Growers ETF worth $20K as of Q3 2021.
  • ProShares Russell 2000 Dividend Growers ETF was a new Sonora Investment Management position in Q3 2021.
  • ProShares Russell 2000 Dividend Growers ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #634 holding.
  • 116 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q3 2021.

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