PIWA

Prevail Innovative Wealth Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.61M	Sell	152,433 -7,467	-5%	-$78.9K	0.36%	100
2025 Q1	$1.79M	Buy	159,900 +17,163	+12%	+$192K	0.48%	67
2024 Q4	$1.52M	Buy	142,737 +6,759	+5%	+$71.8K	0.44%	74
2024 Q3	$1.64M	Buy	+135,978	New	+$1.64M	0.5%	65