Ownership history in Tempus Wealth Planning, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Tempus Wealth Planning, LLC reported a position in 2023 ETF SERIES TRUST II (QLTY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 137,250 | +7,000 | +5.4% | 1.21% | $5.3M | $38.46 |
| 2025 Q3 | REDUCED | 130,250 | -11,900 | -8.4% | 1.08% | $4.7M | $36.11 |
| 2025 Q2 | REDUCED | 142,150 | -3,750 | -2.6% | 1.21% | $4.9M | $34.04 |
| 2025 Q1 | REDUCED | 145,900 | -8,000 | -5.2% | 1.36% | $4.6M | $31.06 |
| 2024 Q4 | INITIATED | 153,900 | — | — | 1.50% | $4.9M | $31.72 |
As of 2025 Q4 — sorted by position size