Masso Torrence Wealth Management’s State Street My2030 Corporate Bond ETF MYCJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$796K	Buy	31,755 +267	+0.8%	+$6.66K	0.33%	49
2025 Q2	$784K	Buy	31,488 +3,768	+14%	+$92.4K	0.36%	48
2025 Q1	$682K	Buy	+27,720	New	+$675K	0.36%	50

Other funds holding MYCJ

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Global Financial Private Client Sarasota, Florida $306M AUM 24.15% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return