PIWA

Prevail Innovative Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.22M	Sell	105,053 -4,249	-4%	-$130K	0.72%	46
2025 Q1	$3.36M	Buy	109,302 +2,099	+2%	+$64.5K	0.89%	35
2024 Q4	$3.37M	Sell	107,203 -8,294	-7%	-$261K	0.98%	37
2024 Q3	$3.84M	Buy	+115,497	New	+$3.84M	1.17%	24