Masso Torrence Wealth Management’s Defiance LLM Catalyst Momentum ETF AIED Stock Holding History

Masso Torrence Wealth Management’s Portfolio AIED Stock Details AIED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-50	Closed	-$2K	–	86
2021 Q4	$2K	Buy	+50	New	+$1.82K	﹤0.01%	349

Other funds holding AIED

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAGAS

Capital Advisory Group Advisory Services Bloomington, Minnesota $305K AUM 8.78% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $227M AUM 19.33% 1-Year Est. Return

Masso Torrence Wealth Management's AIED Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Defiance LLM Catalyst Momentum ETF (AIED) in Q1 2022, closing a stake of 50 shares — an estimated $2K sold.

Masso Torrence Wealth Management first reported a position in AIED in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 7 funds tracked by Wall St. Rank hold AIED as of Q1 2022.

Masso Torrence Wealth Management reported no remaining Defiance LLM Catalyst Momentum ETF position as of Q1 2022 after selling out during the quarter.
Masso Torrence Wealth Management sold 50 Defiance LLM Catalyst Momentum ETF shares in Q1 2022, an estimated $2K.
Masso Torrence Wealth Management first reported a position in Defiance LLM Catalyst Momentum ETF in Q4 2021 and held it in 1 quarter.
Masso Torrence Wealth Management's Defiance LLM Catalyst Momentum ETF position peaked at $2K in Q4 2021.
7 funds tracked by Wall St. Rank held Defiance LLM Catalyst Momentum ETF as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.