Masso Torrence Wealth Management’s Invesco Total Return Bond ETF GTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-8,000	Closed	-$365K	–	97
2022 Q3	$365K	Buy	8,000 +116	+1%	+$5.59K	0.32%	53
2022 Q2	$380K	Buy	7,884 +311	+4%	+$15.5K	0.33%	53
2022 Q1	$397K	Buy	7,573 +3,148	+71%	+$170K	0.32%	53
2021 Q4	$249K	Buy	+4,425	New	+$250K	0.17%	79

Other funds holding GTO

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

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

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

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

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

Masso Torrence Wealth Management sold out of Invesco Total Return Bond ETF (GTO) in Q4 2022, closing a stake of 8,000 shares — an estimated $365K sold.

Masso Torrence Wealth Management first reported a position in GTO in Q4 2021 and held it in 4 quarters. The position peaked at $397K in Q1 2022. 130 funds tracked by Wall St. Rank hold GTO as of Q4 2022.

Masso Torrence Wealth Management reported no remaining Invesco Total Return Bond ETF position as of Q4 2022 after selling out during the quarter.
Masso Torrence Wealth Management sold 8,000 Invesco Total Return Bond ETF shares in Q4 2022, an estimated $365K.
Masso Torrence Wealth Management first reported a position in Invesco Total Return Bond ETF in Q4 2021 and held it in 4 quarters.
Masso Torrence Wealth Management's Invesco Total Return Bond ETF position peaked at $397K in Q1 2022.
130 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2022.

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