SIM
SMDV icon

Sonora Investment Management’s ProShares S&P SmallCap 600 Dividend Aristocrats 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 $1.89T AUM 35.08% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial Services Advisors
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 $672B AUM 33.48% 1-Year Est. Return

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

Sonora Investment Management opened a new position in ProShares S&P SmallCap 600 Dividend Aristocrats 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 S&P SmallCap 600 Dividend Aristocrats ETF worth $20K as of Q3 2021.
  • ProShares S&P SmallCap 600 Dividend Aristocrats ETF was a new Sonora Investment Management position in Q3 2021.
  • ProShares S&P SmallCap 600 Dividend Aristocrats 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 S&P SmallCap 600 Dividend Aristocrats ETF as of Q3 2021.

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