Prevail Innovative Wealth Advisors’s PSQ Holdings PSQH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46.6K	Hold	7,721	–	–	0.01%	196
2026 Q1	$61.4K	Hold	7,721	–	–	0.01%	176
2025 Q4	$119K	Hold	7,721	–	–	0.02%	185
2025 Q3	$221K	Hold	7,721	–	–	0.04%	195
2025 Q2	$237K	Hold	7,721	–	–	0.05%	181
2025 Q1	$265K	Hold	7,721	–	–	0.07%	158
2024 Q4	$526K	Hold	7,721	–	–	0.15%	122
2024 Q3	$285K	Hold	7,721	–	–	0.09%	140
2024 Q2	$437K	Hold	7,721	–	–	0.15%	121
2024 Q1	$623K	Hold	7,721	–	–	0.23%	120
2023 Q4	$607K	Hold	7,721	–	–	0.29%	92
2023 Q3	$1.05M	Buy	+7,721	New	+$1.37M	0.55%	64

Other funds holding PSQH

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Prevail Innovative Wealth Advisors's PSQH Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors held its PSQ Holdings (PSQH) position steady in Q2 2026 at 7,721 shares worth $46.6K. The position accounts for 0.01% of the portfolio, ranked #196.

Prevail Innovative Wealth Advisors first reported a position in PSQH in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q3 2023. 12 funds tracked by Wall St. Rank hold PSQH as of Q2 2026.

Prevail Innovative Wealth Advisors held 7,721 shares of PSQ Holdings worth $46.6K as of Q2 2026.
Prevail Innovative Wealth Advisors left its PSQ Holdings share count unchanged in Q2 2026.
PSQ Holdings made up 0.01% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #196 holding.
Prevail Innovative Wealth Advisors first reported a position in PSQ Holdings in Q3 2023 and has held it in 12 quarters since.
Prevail Innovative Wealth Advisors's PSQ Holdings position peaked at $1.05M in Q3 2023.
12 funds tracked by Wall St. Rank held PSQ Holdings as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.