Prevail Innovative Wealth Advisors’s abrdn Healthcare Investors HQH Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio HQH Stock Details HQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-110,374	Closed	-$2.09M	–	205
2025 Q4	$2.09M	Sell	110,374 -6,755	-6%	-$128K	0.37%	94
2025 Q3	$2.16M	Buy	117,129 +13,592	+13%	+$222K	0.42%	84
2025 Q2	$1.6M	Buy	103,537 +41,143	+66%	+$637K	0.36%	101
2025 Q1	$1.01M	Buy	62,394 +25,607	+70%	+$440K	0.27%	105
2024 Q4	$590K	Buy	+36,787	New	+$653K	0.17%	117
2024 Q3	–	Sell	-70,138	Closed	-$1.22M	–	183
2024 Q2	$1.22M	Buy	70,138 +10,844	+18%	+$181K	0.43%	81
2024 Q1	$1,000K	Buy	59,294 +10,914	+23%	+$186K	0.37%	93
2023 Q4	$802K	Buy	48,380 +17,899	+59%	+$275K	0.38%	75
2023 Q3	$474K	Buy	30,481 +14,240	+88%	+$238K	0.25%	88
2023 Q2	$277K	Buy	+16,241	New	+$282K	0.15%	89

Other funds holding HQH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prevail Innovative Wealth Advisors's HQH Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of abrdn Healthcare Investors (HQH) in Q1 2026, closing a stake of 110,374 shares — an estimated $2.09M sold.

Prevail Innovative Wealth Advisors first reported a position in HQH in Q2 2023 and held it in 10 quarters. The position peaked at $2.16M in Q3 2025. 128 funds tracked by Wall St. Rank hold HQH as of Q1 2026.

Prevail Innovative Wealth Advisors reported no remaining abrdn Healthcare Investors position as of Q1 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 110,374 abrdn Healthcare Investors shares in Q1 2026, an estimated $2.09M.
Prevail Innovative Wealth Advisors first reported a position in abrdn Healthcare Investors in Q2 2023 and held it in 10 quarters.
Prevail Innovative Wealth Advisors's abrdn Healthcare Investors position peaked at $2.16M in Q3 2025.
128 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.