Southland Equity Partners’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Southland Equity Partners’s Portfolio XMLV Stock Details XMLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$202K	Buy	+3,046	New	+$198K	0.04%	302
2022 Q2	–	Sell	-3,713	Closed	-$207K	–	182
2022 Q1	$207K	Sell	3,713 -2	-0.1%	-$110	0.09%	170
2021 Q4	$217K	Buy	+3,715	New	+$208K	0.09%	158

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Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return