MTWM
XLG icon

Masso Torrence Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Masso Torrence Wealth Management’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-31,048
Closed -$1.42M – 101
2024
Q2 		$1.42M Buy
+31,048
New +$1.33M 0.79% 29

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Masso Torrence Wealth Management's XLG Position: Q3 2024 in Review

Masso Torrence Wealth Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2024, closing a stake of 31,048 shares — an estimated $1.42M sold.

Masso Torrence Wealth Management first reported a position in XLG in Q2 2024 and held it in 1 quarter. The position peaked at $1.42M in Q2 2024. 415 funds tracked by Wall St. Rank hold XLG as of Q3 2024.

  • Masso Torrence Wealth Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2024 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 31,048 Invesco S&P 500 Top 50 ETF shares in Q3 2024, an estimated $1.42M.
  • Masso Torrence Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $1.42M in Q2 2024.
  • 415 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2024.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.