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Sonora Investment Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Sonora Investment Management’s Portfolio XMLV Stock Details XMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$13K Hold
257
– – ﹤0.01% 736
2021
Q2 		$14K Buy
+257
New +$13.9K ﹤0.01% 661

Other funds holding XMLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Sonora Investment Management held its Invesco S&P MidCap Low Volatility ETF (XMLV) position steady in Q3 2021 at 257 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Sonora Investment Management first reported a position in XMLV in Q2 2021 and has held it in 2 quarters since. The position peaked at $14K in Q2 2021. 186 funds tracked by Wall St. Rank hold XMLV as of Q3 2021.

  • Sonora Investment Management held 257 shares of Invesco S&P MidCap Low Volatility ETF worth $13K as of Q3 2021.
  • Sonora Investment Management left its Invesco S&P MidCap Low Volatility ETF share count unchanged in Q3 2021.
  • Invesco S&P MidCap Low Volatility ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #736 holding.
  • Sonora Investment Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q2 2021 and has held it in 2 quarters since.
  • Sonora Investment Management's Invesco S&P MidCap Low Volatility ETF position peaked at $14K in Q2 2021.
  • 186 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q3 2021.

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