MTWM
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Masso Torrence Wealth Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Masso Torrence Wealth Management’s Portfolio XMLV Stock Details XMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-468
Closed -$27K – 365
2021
Q4 		$27K Buy
+468
New +$26.1K 0.02% 194

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Ameriprise
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BCM
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Envestnet Asset Management
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PI
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PNC Financial Services Group
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Masso Torrence Wealth Management's XMLV Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2022, closing a stake of 468 shares — an estimated $27K sold.

Masso Torrence Wealth Management first reported a position in XMLV in Q4 2021 and held it in 1 quarter. The position peaked at $27K in Q4 2021. 200 funds tracked by Wall St. Rank hold XMLV as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 468 Invesco S&P MidCap Low Volatility ETF shares in Q1 2022, an estimated $27K.
  • Masso Torrence Wealth Management first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Invesco S&P MidCap Low Volatility ETF position peaked at $27K in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.