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Masso Torrence Wealth Management’s AB Ultra Short Income ETF YEAR Stock Holding History

Masso Torrence Wealth Management’s Portfolio YEAR Stock Details YEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,418
Closed -$824K – 97
2023
Q3 		$824K Buy
16,418
+677
+4% +$33.9K 0.63% 38
2023
Q2 		$790K Sell
15,741
-912
-5% -$45.7K 0.57% 40
2023
Q1 		$836K Buy
+16,653
New +$835K 0.66% 39

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

Masso Torrence Wealth Management sold out of AB Ultra Short Income ETF (YEAR) in Q4 2023, closing a stake of 16,418 shares — an estimated $824K sold.

Masso Torrence Wealth Management first reported a position in YEAR in Q1 2023 and held it in 3 quarters. The position peaked at $836K in Q1 2023. 44 funds tracked by Wall St. Rank hold YEAR as of Q4 2023.

  • Masso Torrence Wealth Management reported no remaining AB Ultra Short Income ETF position as of Q4 2023 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 16,418 AB Ultra Short Income ETF shares in Q4 2023, an estimated $824K.
  • Masso Torrence Wealth Management first reported a position in AB Ultra Short Income ETF in Q1 2023 and held it in 3 quarters.
  • Masso Torrence Wealth Management's AB Ultra Short Income ETF position peaked at $836K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q4 2023.

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