Sonora Investment Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$46K	Hold	860	–	–	0.01%	435
2021 Q2	$47K	Buy	+860	New	+$44.7K	0.01%	401

Other funds holding XSMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Sonora Investment Management held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q3 2021 at 860 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #435.

Sonora Investment Management first reported a position in XSMO in Q2 2021 and has held it in 2 quarters since. The position peaked at $47K in Q2 2021. 49 funds tracked by Wall St. Rank hold XSMO as of Q3 2021.

Sonora Investment Management held 860 shares of Invesco S&P SmallCap Momentum ETF worth $46K as of Q3 2021.
Sonora Investment Management left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q3 2021.
Invesco S&P SmallCap Momentum ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #435 holding.
Sonora Investment Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2021 and has held it in 2 quarters since.
Sonora Investment Management's Invesco S&P SmallCap Momentum ETF position peaked at $47K in Q2 2021.
49 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2021.

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