Masso Torrence Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,525	Closed	-$217K	–	87
2022 Q2	$217K	Sell	4,525 -79	-2%	-$4.1K	0.19%	74
2022 Q1	$272K	Sell	4,604 -1,557	-25%	-$91.5K	0.22%	67
2021 Q4	$407K	Buy	+6,161	New	+$401K	0.28%	65

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

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

Masso Torrence Wealth Management sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2022, closing a stake of 4,525 shares — an estimated $217K sold.

Masso Torrence Wealth Management first reported a position in XT in Q4 2021 and held it in 3 quarters. The position peaked at $407K in Q4 2021. 215 funds tracked by Wall St. Rank hold XT as of Q3 2022.

Masso Torrence Wealth Management reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2022 after selling out during the quarter.
Masso Torrence Wealth Management sold 4,525 iShares Future Exponential Technologies ETF shares in Q3 2022, an estimated $217K.
Masso Torrence Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and held it in 3 quarters.
Masso Torrence Wealth Management's iShares Future Exponential Technologies ETF position peaked at $407K in Q4 2021.
215 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2022.

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