Sonora Investment Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$19K	Hold	445	–	–	﹤0.01%	650
2021 Q2	$20K	Hold	445	–	–	﹤0.01%	574
2021 Q1	$19K	Hold	445	–	–	﹤0.01%	1014
2020 Q4	$17K	Hold	445	–	–	﹤0.01%	991
2020 Q3	$15K	Hold	445	–	–	﹤0.01%	1028
2020 Q2	$15K	Hold	445	–	–	﹤0.01%	903
2020 Q1	$13K	Hold	445	–	–	﹤0.01%	922
2019 Q4	$20K	Buy	445 +38	+9%	+$1.63K	﹤0.01%	885
2019 Q3	$17K	Buy	+407	New	+$17K	﹤0.01%	939

Other funds holding SPHD

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Sonora Investment Management held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q3 2021 at 445 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Sonora Investment Management first reported a position in SPHD in Q3 2019 and has held it in 9 quarters since. The position peaked at $20K in Q2 2021. 268 funds tracked by Wall St. Rank hold SPHD as of Q3 2021.

Sonora Investment Management held 445 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $19K as of Q3 2021.
Sonora Investment Management left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q3 2021.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #650 holding.
Sonora Investment Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2019 and has held it in 9 quarters since.
Sonora Investment Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $20K in Q2 2021.
268 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2021.

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