Masso Torrence Wealth Management’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-14,970	Closed	-$500K	–	93
2022 Q3	$500K	Sell	14,970 -2,645	-15%	-$93.9K	0.44%	43
2022 Q2	$602K	Sell	17,615 -4,960	-22%	-$178K	0.53%	39
2022 Q1	$863K	Sell	22,575 -250	-1%	-$9.43K	0.69%	33
2021 Q4	$878K	Buy	+22,825	New	+$863K	0.61%	38

Other funds holding FFEB

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Masso Torrence Wealth Management's FFEB Position: Q4 2022 in Review

Masso Torrence Wealth Management sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q4 2022, closing a stake of 14,970 shares — an estimated $500K sold.

Masso Torrence Wealth Management first reported a position in FFEB in Q4 2021 and held it in 4 quarters. The position peaked at $878K in Q4 2021. 83 funds tracked by Wall St. Rank hold FFEB as of Q4 2022.

Masso Torrence Wealth Management reported no remaining FT Vest US Equity Buffer ETF February position as of Q4 2022 after selling out during the quarter.
Masso Torrence Wealth Management sold 14,970 FT Vest US Equity Buffer ETF February shares in Q4 2022, an estimated $500K.
Masso Torrence Wealth Management first reported a position in FT Vest US Equity Buffer ETF February in Q4 2021 and held it in 4 quarters.
Masso Torrence Wealth Management's FT Vest US Equity Buffer ETF February position peaked at $878K in Q4 2021.
83 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q4 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.