Masso Torrence Wealth Management’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,706	Closed	-$280K	–	86
2022 Q2	$280K	Buy	5,706 +75	+1%	+$3.94K	0.25%	66
2022 Q1	$309K	Sell	5,631 -465	-8%	-$25.4K	0.25%	62
2021 Q4	$349K	Buy	+6,096	New	+$336K	0.24%	67

Other funds holding KNG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SFS

Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return

Masso Torrence Wealth Management's KNG Position: Q3 2022 in Review

Masso Torrence Wealth Management sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q3 2022, closing a stake of 5,706 shares — an estimated $280K sold.

Masso Torrence Wealth Management first reported a position in KNG in Q4 2021 and held it in 3 quarters. The position peaked at $349K in Q4 2021. 114 funds tracked by Wall St. Rank hold KNG as of Q3 2022.

Masso Torrence Wealth Management reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q3 2022 after selling out during the quarter.
Masso Torrence Wealth Management sold 5,706 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2022, an estimated $280K.
Masso Torrence Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2021 and held it in 3 quarters.
Masso Torrence Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $349K in Q4 2021.
114 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.