PIWA
Prevail Innovative Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Sell |
68,783
-27,075
| -28% | -$1.47M | 0.84% | 38 |
|
|
2025
Q1 | $4.96M | Sell |
95,858
-34,510
| -26% | -$1.79M | 1.32% | 22 |
|
|
2024
Q4 | $7.35M | Buy |
130,368
+13,426
| +11% | +$757K | 2.13% | 8 |
|
|
2024
Q3 | $6.42M | Buy |
116,942
+11,514
| +11% | +$632K | 1.96% | 5 |
|
|
2024
Q2 | $5.85M | Buy |
105,428
+8,747
| +9% | +$485K | 2.07% | 5 |
|
|
2024
Q1 | $5.24M | Buy |
+96,681
| New | +$5.24M | 1.95% | 5 |
|