Masso Torrence Wealth Management Inc. Invesco ETF Fd Tr Invesco S&P Transaction History

Masso Torrence Wealth Management Inc.

$173 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	SELL	$45.14 - $48.64 $225,158 - $242,616	-4,988 Reduced 7.2%	64,284 $2.95 Million
Q2 2023 Aug 11, 2023	SELL	$40.38 - $46.11 $838,127 - $957,059	-20,756 Reduced 23.06%	69,272 $3.19 Million
Q1 2023 May 12, 2023	SELL	$41.53 - $49.14 $503,177 - $595,380	-12,116 Reduced 11.86%	90,028 $3.93 Million
Q4 2022 Feb 14, 2023	BUY	$39.91 - $47.11 $80,019 - $94,455	2,005 Added 2.0%	102,144 $4.5 Million
Q3 2022 Nov 14, 2022	BUY	$38.33 - $46.2 $4,292 - $5,174	112 Added 0.11%	100,139 $3.87 Million
Q2 2022 Jul 28, 2022	SELL	$38.89 - $48.03 $69,807 - $86,213	-1,795 Reduced 1.76%	100,027 $3.93 Million
Q1 2022 Apr 26, 2022	BUY	$44.9 - $50.28 $6,869 - $7,692	153 Added 0.15%	101,822 $4.91 Million
Q4 2021 Feb 10, 2022	BUY	$45.32 - $49.86 $4.61 Million - $5.07 Million	101,669 New	101,669 $4.97 Million

Others Institutions Holding XMVM

# of Institutions

64

Shares Held

2.44M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

387K
Shares

$21.4 Million
0.01% of portfolio
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE

332K
Shares

$18.4 Million
0.76% of portfolio
Morgan Stanley New York, NY

225K
Shares

$12.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

209K
Shares

$11.5 Million
0.0% of portfolio
Whitaker Myers Wealth Managers, Ltd. Mansfield, OH

166K
Shares

$9.16 Million
3.16% of portfolio

About INVESCO ETF FD TR INVESCO S&P

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