SEP
Southland Equity Partners’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Buy |
5,338
+710
| +15% | +$69.8K | 0.12% | 122 |
|
|
2025
Q1 | $424K | Buy |
4,628
+778
| +20% | +$71.2K | 0.1% | 139 |
|
|
2024
Q4 | $379K | Buy |
3,850
+578
| +18% | +$56.9K | 0.09% | 145 |
|
|
2024
Q3 | $336K | Buy |
3,272
+1,199
| +58% | +$123K | 0.08% | 160 |
|
|
2024
Q2 | $201K | Buy |
2,073
+106
| +5% | +$10.3K | 0.06% | 206 |
|
|
2024
Q1 | $216K | Buy |
+1,967
| New | +$216K | 0.06% | 198 |
|