SIM
SPXH

Sonora Investment Management’s Janus Velocity Volatility Hedged Large Cap ETF SPXH Stock Holding History

Sonora Investment Management’s Portfolio SPXH Stock Details SPXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-400
Closed -$13.4K – 1249
2017
Q2 		$13.4K Hold
400
– – ﹤0.01% 622
2017
Q1 		$13.2K Buy
+400
New +$12.9K ﹤0.01% 603

Other funds holding SPXH

IIC
Ironwood Investment Counsel Scottsdale, Arizona $694M AUM 16.84% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sonora Investment Management's SPXH Position: Q3 2017 in Review

Sonora Investment Management sold out of Janus Velocity Volatility Hedged Large Cap ETF (SPXH) in Q3 2017, closing a stake of 400 shares — an estimated $13.4K sold.

Sonora Investment Management first reported a position in SPXH in Q1 2017 and held it in 2 quarters. The position peaked at $13.4K in Q2 2017. 14 funds tracked by Wall St. Rank hold SPXH as of Q3 2017.

  • Sonora Investment Management reported no remaining Janus Velocity Volatility Hedged Large Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Sonora Investment Management sold 400 Janus Velocity Volatility Hedged Large Cap ETF shares in Q3 2017, an estimated $13.4K.
  • Sonora Investment Management first reported a position in Janus Velocity Volatility Hedged Large Cap ETF in Q1 2017 and held it in 2 quarters.
  • Sonora Investment Management's Janus Velocity Volatility Hedged Large Cap ETF position peaked at $13.4K in Q2 2017.
  • 14 funds tracked by Wall St. Rank held Janus Velocity Volatility Hedged Large Cap ETF as of Q3 2017.

Based on Sonora Investment Management's 13F filing for Q3 2017, filed 12 Oct 2017.