MTWM
AVDR

Masso Torrence Wealth Management’s AVDR US LargeCap Leading ETF AVDR Stock Holding History

Masso Torrence Wealth Management’s Portfolio AVDR Stock Details AVDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-40,911
Closed -$1.32M – 405
2021
Q4 		$1.32M Buy
+40,911
New +$1.28M 0.92% 32

Other funds holding AVDR

IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
HA
Herold Advisors New York $455M AUM 22.2% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

Masso Torrence Wealth Management sold out of AVDR US LargeCap Leading ETF (AVDR) in Q1 2022, closing a stake of 40,911 shares — an estimated $1.32M sold.

Masso Torrence Wealth Management first reported a position in AVDR in Q4 2021 and held it in 1 quarter. The position peaked at $1.32M in Q4 2021. 12 funds tracked by Wall St. Rank hold AVDR as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining AVDR US LargeCap Leading ETF position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 40,911 AVDR US LargeCap Leading ETF shares in Q1 2022, an estimated $1.32M.
  • Masso Torrence Wealth Management first reported a position in AVDR US LargeCap Leading ETF in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's AVDR US LargeCap Leading ETF position peaked at $1.32M in Q4 2021.
  • 12 funds tracked by Wall St. Rank held AVDR US LargeCap Leading ETF as of Q1 2022.

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