Number of Shares
134,117.00
Current Holdings Value*
$13.18 Mil
% of Portfolio
6.09%
Total Estimate Gain
$2.16 Mil
% of Total Estimate Gain
19.36%

Masso Torrence Wealth Management Inc.'s Invesco S&P MidCap Quality ETF Holding Summary

As of 2025-06-30, Masso Torrence Wealth Management Inc. held 134,117.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $13.18 Mil. This investment constitutes 6.09% of their stock portfolio, and Masso Torrence Wealth Management Inc. now holds 0.27% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.

The initial trade took place in 2021Q4. And since then Masso Torrence Wealth Management Inc. has made 14 purchases of XMHQ, at an average price of $83.39, for a total of 134,117.00 shares. Based on historical transaction data and XMHQ's current price of $99.53, Masso Torrence Wealth Management Inc.'s estimated gain on his XMHQ holdings is $2.16 Mil, reflecting a 19.36% gain to date.

Masso Torrence Wealth Management Inc. XMHQ ($99.53) Holding Chart

Masso Torrence Wealth Management Inc. XMHQ ($99.53) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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