Masso Torrence Wealth Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-64,284	Closed	-$2.95M	–	95
2023 Q3	$2.95M	Sell	64,284 -4,988	-7%	-$235K	2.27%	15
2023 Q2	$3.19M	Sell	69,272 -20,756	-23%	-$894K	2.3%	13
2023 Q1	$3.93M	Sell	90,028 -12,116	-12%	-$556K	3.11%	7
2022 Q4	$4.5M	Buy	102,144 +2,005	+2%	+$88.1K	3.58%	6
2022 Q3	$3.87M	Buy	100,139 +112	+0.1%	+$4.71K	3.42%	6
2022 Q2	$3.93M	Sell	100,027 -1,795	-2%	-$79.1K	3.46%	6
2022 Q1	$4.91M	Buy	101,822 +153	+0.2%	+$7.34K	3.93%	6
2021 Q4	$4.97M	Buy	+101,669	New	+$4.84M	3.47%	4

Other funds holding XMVM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Masso Torrence Wealth Management's XMVM Position: Q4 2023 in Review

Masso Torrence Wealth Management sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q4 2023, closing a stake of 64,284 shares — an estimated $2.95M sold.

Masso Torrence Wealth Management first reported a position in XMVM in Q4 2021 and held it in 8 quarters. The position peaked at $4.97M in Q4 2021. 58 funds tracked by Wall St. Rank hold XMVM as of Q4 2023.

Masso Torrence Wealth Management reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q4 2023 after selling out during the quarter.
Masso Torrence Wealth Management sold 64,284 Invesco S&P MidCap Value with Momentum ETF shares in Q4 2023, an estimated $2.95M.
Masso Torrence Wealth Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2021 and held it in 8 quarters.
Masso Torrence Wealth Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $4.97M in Q4 2021.
58 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q4 2023.

Based on Masso Torrence Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.