PIWA
EFC

Prevail Innovative Wealth Advisors’s Ellington Financial EFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.8M Buy
215,260
+56,619
+36% +$735K 0.63% 52
2025
Q1
$2.1M Buy
158,641
+142,721
+896% +$1.89M 0.56% 62
2024
Q4
$193K Buy
+15,920
New +$193K 0.06% 157
2024
Q3
Sell
-245,686
Closed -$2.97M 172
2024
Q2
$2.97M Buy
+245,686
New +$2.97M 1.05% 28